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Client Portal
Access your information
The Client Portal connects clients to resources for investment advisory and broker-dealer services. For your convenience this portal provides various links to verify credentials and licensing, access third-party financial services, and explore taxpayer and retiree benefits through sites like healthcare.gov, medicare.gov, and ssa.gov. Active clients can access their accounts by entering username and password.
Wealth Management and Advisory
Kyle Andrews Kay, CFP®, AIF®
Sterling Wealth Management – Financial Advisor
Please visit the following sites for more information regarding:
INVESTMENT ADVISORY AND BROKER DEALER
CREDENTIALS AND LICENSING
FINANCIAL SERVICES (THIRD PARTY)
TAXPAYOR/RETIREE SERVICES AND BENEFITS
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