We have assembled a masterful team of professionals to serve the advisors and clients at SterlingBridge Partners. In addition to a Back Office Support Team, we have assembled subject matter experts and teams that directly support the immediate needs of our advisors and allow them to successfully cater to and work with the high net worth market.
- Underwriting Team: Our experienced professionals specialize in underwriting for special, large, and high-risk cases.
- Estate Planning Support: We have an attorney on staff to assist with review and development of estate plans and other legal documentation.
- Case Management Team: We have a team of individuals with extensive case design expertise, product knowledge, and the experience to help advisors achieve positive outcomes.