Sterling Oak Wealth Management

Financial Services • 3 Newton Executive Park, Suite 101, United States • 1-10 Employees

Company overview

Headquarters	3 Newton Executive Park, Suite 101, Newton Lower Falls, MA 02462-1422, US
Phone number	+17819925700
Website	sterlingoakwealth.com
NAICS	52
SIC	628
Founded	2009
Employees	1-10
Socials

Key Contact at Sterling Oak Wealth Management

Brian Connor

President, Chief Investment Officer, Senior Portfolio and Wealth Manager

About Sterling Oak Wealth Management

At Sterling Oak Wealth Management, our goal is to construct a comprehensive wealth management plan to grow and protect assets and generate a lifetime retirement income. Our advice is independent and is derived from our extensive background in portfolio management, wealth management, and financial planning. Our mission is to give our clients complete sense and order of their financial lives. We invest conservatively for a safe and reasonable rate of return, and our clients are primarily high net worth individuals and families.

Sterling Oak Wealth Management revenue & valuation

Annual revenue	$3,448,834
Revenue per employee	$1,725,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$11,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Sterling Oak Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Sterling Oak Wealth Management has never raised funding before.

Sterling Oak Wealth Management Tech Stack

Discover the technologies and tools that power Sterling Oak Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

reCAPTCHA

Security

MonsterInsights

Analytics

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

Calendly

Appointment scheduling

Akismet

WordPress plugins

WordPress

Blogs

Google Analytics

Analytics

Yoast SEO

SEO

Google Workspace

Frequently asked questions

Sterling Oak Wealth Management is located in 3 Newton Executive Park, Suite 101, US.

You can reach Sterling Oak Wealth Management at +17819925700.

Sterling Oak Wealth Management was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

Sterling Oak Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Sterling Oak Wealth Management

Brian Connor

President, Chief Investment Officer, Senior Portfolio and Wealth Manager

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