Stearns Wealth Management
A CFP® professional guiding individuals, families, and business owners through holistic wealth planning, insurance, and investment.
Get in touch
Guiding your wealth with purpose
Personalized Wealth Planning
Holistic strategies built to reflect your goals, values, and evolving life circumstances.
Seasoned Advice
Over 20 years serving clients with independence, integrity, and a long-term mindset.
Investment Expertise
Guidance that integrates protection, growth, and wealth transfer across generations.
Service that Feels Personal
A high-touch experience rooted in care, transparency, and ongoing partnership.
Who we help
Helping individuals and businesses simplify complexity and pursue meaningful financial outcomes.
What you get
- High-earning individuals & families
- Business owners and corporate executives
- Clients seeking tax-efficient strategies
- Clients navigating estate & legacy planning
Common client questions
Here are a few areas we help clients navigate. For questions specific to your goals, we're always here to talk.
- How do I protect my wealth while growing it?
- Am I using the right strategies to transfer wealth?
- What is the optimal savings strategy to support my specific retirement vision?
- How can I reward and retain top employees efficiently?
- How do I simplify my financial life without missing anything?
- Am I on track to meet long-term goals for my family?
Your all-in-one financial ecosystem
Our Intelligent Wealth Platform brings your financial world into a trusted, single-view, with technology natively built to avoid the limitations of legacy wealth management institutions. Your information and accounts are protected with the highest levels of data security and compliance.
Deep Integration With
Pershing, Apex, Schwab, Fidelity, and 90+ additional custodians
Complete Financial Operation System
AWS Security & Privacy and Plaid Connectivity
Effortless control+−
Gain a comprehensive view of your financial landscape — banking, investments, lending, insurance, and more — all organized on one platform.
Streamlined collaboration+−
Share specific financial data with your CPA, attorney, and family members — promoting transparent and collaborative wealth management.
Centralized document hub+−
Store every financial document in one organized, secure, and easily accessible location.
Cash management+−
Our intelligent system continuously monitors your bank accounts — maintaining your liquidity, while ensuring excess cash is efficiently invested and working to increase your wealth.
Save time and hassle+−
Find answers and perform financial tasks swiftly with just a few clicks, from anywhere, at any time.
Investments tailored to you+−
With modular investment options from Farther Asset Management and exclusive partners, you and your advisor can personalize your portfolio for your needs.
connect with the stearns team
8 Wright Street, 1st Floor Suite 121 | Westport, CT 06880
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