Tax + wealth
Tax and wealth, working together.
Sterling Tax & Accounting partners with Silver Grove Financial Group, so the planning side of your finances and the tax side can be handled in coordination rather than separately.
The partnership
A natural next step for our clients.
Silver Grove Financial Group is an SEC-registered investment adviser that also works with LPL Financial. Their team handles wealth management, financial planning, investment advisory and estate planning support. Sterling continues to handle your tax and accounting work.
Where a decision touches both sides, the two teams can coordinate rather than leaving you to relay information between them.
What it adds
More support, all in one place.
You keep the tax and accounting team you know, with new options available whenever you are ready for them.
Through Silver Grove
- Wealth management and financial planning
- Financial wellness and asset protection
- Independent investment advisory
- Estate planning support
Estate planning
Estate planning, coordinated with your taxes.
Through Silver Grove, support is available for wills, trusts, powers of attorney and healthcare proxies. Because estate decisions often carry tax consequences, having both teams aware of the plan means the tax side is considered alongside the legal side.
How the two firms relate
Sterling Tax & Accounting, Inc. and Silver Grove Financial Group are separate firms working in partnership. Tax preparation, planning and accounting services are provided by Sterling. Wealth management, financial planning, investment advisory and estate planning services are provided by Silver Grove Financial Group. You are never required to use Silver Grove to work with Sterling, and we are glad to coordinate with an advisor you already have. Nothing on this page is tax, legal or investment advice.
Curious how it could help you?
Reach out and we will walk you through what the partnership means for your situation.