Sterling Heights Financial Group is an independent wealth management firm offering personalized retirement planning, investment management, and financial advisory services, with a focus on clients in Pennsylvania and Florida. Established in 2018, the firm emphasizes a fiduciary approach, prioritizing clients’ best interests through transparent, low-fee structures and tailored financial strategies. Their services cater to individuals, families, and business owners, addressing needs such as income generation in retirement, 401(k) and 403(b) rollovers, tax-efficient investment strategies, and business succession planning. With expertise spanning both public and private markets—including equities, real estate, private equity, and debt—the firm aims to simplify the financial planning process, educate clients, and build long-term relationships grounded in trust and clarity.