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About Sterling Wealth Management

Helping You Achieve Your Financial Goals

A Boutique Fiduciary Firm Focused on Simplicity, Clarity, and Personal Connection

Sterling Wealth Management was created with a simple belief: managing your wealth should feel clear, calm, and purposeful. Founded by fiduciary advisor Scott Gardner, the firm offers a boutique, high-touch experience designed for individuals and families who want guidance they can trust and a relationship built on transparency and understanding.

Scott began his investing journey in 2005 and founded Sterling Wealth Management in 2018 to bring a more thoughtful, education-focused approach to wealth guidance. With experience in investing, taxation, and financial planning, Scott believes that every client deserves to understand their decisions—not just follow them. His mission is to simplify the complex, listen carefully, and provide clarity so clients can move forward with confidence.

While Sterling Wealth Management is a boutique firm, Scott is supported by specialized assistants who help manage administrative, operational, and research tasks—ensuring that your experience is efficient, responsive, and fully supported. This structure allows Scott to stay focused on what matters most: you, your goals, and your long-term financial well-being.

Financial decisions can be emotional and overwhelming, but they don’t have to be. Whether you’re building wealth, preparing for retirement, or planning for the future of your family, Sterling Wealth Management is here to provide steady guidance, practical insight, and a clear path forward.

Your wealth. Simplified.

Meet Scott Gardner

Founder, Fiduciary Advisor, and lifelong student of wealth.

Scott Gardner is a fiduciary advisor with a uniquely broad background in finance, investing, taxation, real estate, and business operations. Before founding Sterling Wealth Management in 2018, Scott spent more than two decades building a diverse career that gives him a holistic perspective on how wealth is created, managed, and protected.
His professional journey spans accounting, investment oversight, entrepreneurship, real estate brokerage, and serving as a CFO for multiple organizations. This depth of experience allows Scott to approach financial decision-making with clarity and practicality—always focusing on what truly matters to his clients.
Scott began overseeing finances professionally in 2005 and has since served as a private trustee, CFO, business owner, real estate broker, and advisor to individuals and families seeking thoughtful financial guidance. Today, he brings that same multidisciplinary expertise to Sterling Wealth Management, offering clients a calm, clear, and education-driven approach to their financial lives.

Above all, Scott believes that every client deserves simplicity, transparency, and a partner who listens. That philosophy is at the heart of everything he does.

We Are Here To Help

At Sterling Wealth Management, we believe that financial clarity should feel calm, simple, and accessible. Whether you’re building wealth, preparing for retirement, or navigating complex financial questions, we take the time to listen, educate, and guide you through each step.

Our fiduciary approach ensures that your goals—not products, trends, or noise—remain at the center of every decision. We would be honored for the opportunity to learn about your priorities and help you build a clear, confident path toward the future you envision.

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