APB Mason Sterling Wealth Advisory is a stand-alone, fully independent advisory firm, established in 1957 by our founding group of senior advisors.
We have been created by our 6-founding senior financial advisors, and now APB Mason Sterling Wealth Advisory advisors are owners, as are the members of firm’s advisory team and board of directors. This vested partnership is indicative of a new set of values, one devoted to actionable innovation in an industry desperately in need of a better model – one that equally benefits both investors and financial advisors.
The investment solutions we generate at APB Mason Sterling Wealth Advisory respond to any risk, return, liquidity or geographical preference and are underpinned by rigorous risk advisory.
We give you more choice and provide independent advice that’s right for you.
We do not experiment with our clients' money. For most of our clients, the focus is capital preservation followed by growth, but each client has different needs and unique circumstances. We analyse all aspects of a client's current financial situation and desired outcomes prior to constructing a portfolio.