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Sterling Private Client: Overview

Private Clients

For families of significant wealth, we offer personalized wealth management services, to effectively manage complex portfolios and preserve your financial legacy for future generations.

Our Private Client team has a strong heritage of serving wealthy individuals. We’re part of Truist Financial Corporation, one of the nation’s largest financial institutions, giving us access to comprehensive resources to help us develop financial strategies customized to your unique financial goals.

For over four decades, Sterling Capital has focused on the complex needs of affluent individuals and families. We believe that our success is based on:

  • Understanding our clients' life goals, which drives investment needs, estate planning, and risk tolerance.
  • Comprehensive planning integrating investment management, estate planning and wealth transfer, tax planning, retirement and education planning, private banking, insurance and family risk management, and fiduciary services.
  • Development of a disciplined strategy to achieve those goals.
  • Consistent execution of that strategy.
  • Customized services which a boutique firm can provide.
  • Commitment to client service coupled with consistent and frequent communication.


Our commitment to excellence on behalf of each client is driven by core values that emphasize integrity, objectivity, flexibility and our role as trusted advisor and advocate, putting the client's best interest first.


Our Guiding Principles

Our philosophy is based on the principle that each client is unique and thus, requires a customized approach and solution. Our philosophy is driven by the following beliefs:

  • Our clients have complex needs requiring our full understanding.
  • Comprehensive wealth management includes not only managing the investment portfolio, but also helping to coordinate our clients’ estate, tax, insurance, banking and other financial needs.
  • Sophisticated, affluent clients benefit most from a disciplined, long-term investment process.
  • Asset allocation is critical in producing returns that meet expectations.
  • Investment management and wealth planning should be integrated.
  • Tax efficiency and planning are significant factors affecting the ultimate success of our wealth management strategies.
  • Open architecture is essential for optimal performance.


Executing on these principles is coupled with the highest level of client service and objective advice.

Any information or opinions contained on this Website are those of Sterling Capital Management LLC, and not of Truist Financial Corporation or its executives. They are for general information only and are not meant to be predictions or an offer of individual or personalized investment advice. They are not intended as an offer or solicitation with respect to the purchase or sale of any security. This information and these opinions are subject to change without notice. Any type of investing involves risk and there are no guarantees that these methods will be successful. Sterling Capital Management LLC does not assume liability for any loss which may result from the reliance by any person upon such information or opinions.

Investment advisory services are available through Sterling Capital Management LLC, an investment adviser registered with the U.S. Securities & Exchange Commission (CRD# 135405) and an independently-operated subsidiary of Truist Financial Corporation. Sterling Capital Management LLC manages customized investment portfolios, provides asset allocation analysis and offers other investment-related services to affluent individuals and businesses. Securities and other investments held in investment management or investment advisory accounts at Sterling Capital Management LLC are not deposits or other obligations of Truist Financial Corporation, Truist Bank or any affiliate, are not guaranteed by Truist Bank or any other bank, are not insured by the FDIC or any other federal government agency, and are subject to investment risk, including possible loss of principal invested.