Stearns Wealth Management | Financial Planning/Wealth Mgmt

In a World of Advisors,
You Need an Advocate

As your wealth grows, life gets more complicated. That’s why you need a wealth advocate in your corner to help grow and protect what you’ve worked so hard to build. You need the experienced and driven team at Stearns Wealth Management.

 

You Don’t Have To Do It Alone

At Stearns Wealth Management, we’ll guide you every step of the way. We work alongside successful individuals and corporate clients and specialize in insurance, wealth transfer strategies, and investment management.

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Financial Planning

The plan we create for you will become the blueprint for every decision we make together in pursuit of your financial goals.

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Investment Management

We’ll develop and implement a plan that is consistent with your personal and business objectives, time horizon, and risk tolerance.

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Protection Planning and Insurance

We assess the risks that could derail your life goals and create a contingency plan to help limit the impact of those risks.

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Business Consulting

Let’s plan for every stage of your business, from growth to succession planning.

See Our Services

 

A Champion for Your Financial Well-Being

When you partner with Stearns Wealth Management, you get a gifted and knowledgeable financial coach who will coordinate the efforts of your entire team of professionals — accounts, estate planning attorneys, and others — to help plan your wealth wisely.

 

You Deserve to Enjoy Your Success

Our clients are busy individuals and families who delegate their critically important financial decision-making to Stearns Wealth Management, so they can spend time enjoying the success they’ve earned.

​See Our Story​ 

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Skilled Guidance Driven by Your Dreams

Craig Stearns is a CERTIFIED FINANCIAL PLANNER™ professional who serves under fiduciary standards when providing investment advice. This means that our clients’ best interests drive everything we do. Our goal is to educate and support you so you feel more confident and in control of your financial life.

​Meet Craig​ 

 

Let’s Get Serious About Your Wealth Plan

Chances are your level of wealth has brought you to the point where you may have outgrown the acumen of your current financial advisor. If you realize it’s time to get serious about your financial future, we are here to take your planning to the next level.