Bill formed Sterling Newton because his experience with clients proved to him that most people don’t have a complete understanding of the concept of wealth management. They're busy living very productive, even greatly successful lives, and they, consequently, have used the services of various individual experts, ie., CPA’s, attorneys, stockbrokers, insurance agents, bankers, etc. to help them with the various aspects of their financial planning. But there was no tactical communication or coordination between all of the parties involved, which created a lot of inconsistencies for his clients’ financial future.
When Bill accepts you as a client, you immediately feel like part of his family. Together you team up to determine your specific needs, circumstances and goals. Based on these factors and his knowledge and experience, Bill will make recommendations regarding your:
13400 Sutton Park Drive South, Ste #1501
Jacksonville, Florida 32224
Tel: (904) 482-1131
For general inquiries, please contact by using the form on this page. We’d love to hear from you!