Home - Stern Financial - rlsternfinancial.com - Amherst, MA Wealth Management

Welcome To Stern Financial 

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Trust. Integrity. Accountability. 

We create simple and unique solutions for your complex financial issues. 

Portfolio Management 

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We focus on two key elements, 
 Time Arbitrage and Big Ideas. 

Goals Based Wealth Planning 

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Financial Planning is an integral part of our client’s long term financial security. We incorporate the goals, objectives and priorities of our clients, connecting the dots to make those goals a reality. 

Getting Ready for Retirement 

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Retirement planning involves evaluating your current financial standing and creating an accumulation strategy that will help to ensure a desired retirement lifestyle. 

Thinking About Your Business 

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Business planning focuses on issues specific to business owners and shareholders. For most business owners, the business is their most significant asset, and the financial success of that business has an immediate impact. 

Retirement 

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Risk management is intended to minimize financial and other losses potentially associated with risks to your assets, business, or health. Some examples of risk are personal and professional liability 

In a world where speed matters most, working with someone who can meet your needs and expectations is crucial. We cannot control the financial markets, but we can control how we interact with our friends and clients. We strive to provide exceptional service on a daily basis. Knowing you have optimal portfolio and wealth management solutions is incredibly important and so is feeling trust and comfort in who you are working with.

what we do

Our world moves at hyper-speed.

What was relevant yesterday may not be relevant tomorrow. But one thing that endures is our dynamic relationship with you, our clients—a relationship grounded in experience, and our comprehensive services, all focused on the highest ethical standards and ongoing commitment to world-class service. We help create simple and unique solutions for your complex financial issues.