Kyle A. Kay, CERTIFIED FINANCIAL PLANNER

At SWM, we are a retirement firm, guiding you from Wealth Management, Life Insurance and Medicare. Sterling Wealth Management is a comprehensive financial planning practice in developing household financial plans that can secure income, market risk m...

At SWM, we are a retirement firm, guiding you from Wealth Management, Life Insurance and Medicare. Sterling Wealth Management is a comprehensive financial planning practice in developing household financial plans that can secure income, market risk mitigation, and reserve capital. at the client's direction, we can map out the course necessary to execute a well-developed retirement plan. A full range of financial planning tools is offered. ~ Financial Planning ~ Investment Planning ~ Legacy Planning ~ Tax Planning ~ Income Investment ~ Estate Planning ~ Asset Protection ~ Wealth Accumulation ~ Trusts ~ Life Insurance ~ IRA & 401 K Rollover ~ Long Term Care ~ Final Expense ~ Medicare Solutions