Stern Wealth is an independent Registered Investment Adviser (RIA) firm founded by Casey Stern. The company operates as a fiduciary, meaning it is legally obligated to act in its clients' best interests. Specializing in comprehensive wealth management, retirement planning, and investment strategies, Stern Wealth focuses on creating personalized financial plans for individuals and families, particularly those nearing or in retirement. Their process involves discovering client goals, designing a tailored strategy, deploying the plan, and continuously monitoring its performance.

Founded in

South Africa