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Stern Wealth Management | Integrity. Independence. Experience.

Integrity. Independence. Experience. Metairie, LA 70002. Phone: 504.841.0045. FAX: 504.841.0046. Find Your Family Risk Number. Momentum is a fascinating investment phenomenon because it can be exploited in two completely opposite ways. Trends come and go. Getting in late is costly, but getting in early can reap tremendous rewards. Determining a Family Risk Number was developed using a model that won the Nobel Peace Prize in 2002 for Economics. Welcome to Stern Wealth Management.

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Stern Wealth Management | Integrity. Independence. Experience. | sternwm.com Reviews

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Integrity. Independence. Experience. Metairie, LA 70002. Phone: 504.841.0045. FAX: 504.841.0046. Find Your Family Risk Number. Momentum is a fascinating investment phenomenon because it can be exploited in two completely opposite ways. Trends come and go. Getting in late is costly, but getting in early can reap tremendous rewards. Determining a Family Risk Number was developed using a model that won the Nobel Peace Prize in 2002 for Economics. Welcome to Stern Wealth Management.

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Stern Wealth Management | Integrity. Independence. Experience. | sternwm.com Reviews

https://sternwm.com

Integrity. Independence. Experience. Metairie, LA 70002. Phone: 504.841.0045. FAX: 504.841.0046. Find Your Family Risk Number. Momentum is a fascinating investment phenomenon because it can be exploited in two completely opposite ways. Trends come and go. Getting in late is costly, but getting in early can reap tremendous rewards. Determining a Family Risk Number was developed using a model that won the Nobel Peace Prize in 2002 for Economics. Welcome to Stern Wealth Management.

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sternwm.com

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Family Risk Number | Stern Wealth Management

http://sternwm.com/family-risk-number

Integrity. Independence. Experience. Metairie, LA 70002. Phone: 504.841.0045. FAX: 504.841.0046. What is your Family Risk Number? Determining a Family Risk Number was developed using a model that won the Nobel Peace Prize in 2002 for Economics. The portfolios we develop will have a 95% likelihood of staying within your comfort zone. Securities Offered Through LPL Financial, Member FINRA.

2

Insurance Services | Stern Wealth Management

http://sternwm.com/insurance-services

Integrity. Independence. Experience. Metairie, LA 70002. Phone: 504.841.0045. FAX: 504.841.0046. Is also an Independent-full-service Property-and-Casualty Company. Personal and Commercial Lines. Boat, R.V., Motorcycle, 4 Wheeler. Securities Offered Through LPL Financial, Member FINRA. The LPL Financial Registered Representatives associated with this page may only discuss and/or transact business with residents of the following states: LA, MS, TX.

3

Increase and Protect | Stern Wealth Management

http://sternwm.com/increase-and-protect

Integrity. Independence. Experience. Metairie, LA 70002. Phone: 504.841.0045. FAX: 504.841.0046. Our investment philosophy begins and ends with a buy and sell discipline known as Increase-and-Protect. The strategy discussed and asset allocations do not ensure a profit or success, nor does it guarantee against a loss. There is no “right” time to enter or exit a market, and there could be tax or trading implications associated with this strategy. There is no guarantee that the investment ob...

4

Our Team | Stern Wealth Management

http://sternwm.com/our-team

Integrity. Independence. Experience. Metairie, LA 70002. Phone: 504.841.0045. FAX: 504.841.0046. We are an Independent Financial Services Company and an Independent Insurance Agency that provides a disciplined conservative approach to the financial needs of our clients. Managing wealth successfully requires a broad range of solutions. As an independent financial consultant, Bob Stern has the freedom to offer non-biased financial advice that works best for each of his clients. Connie brings over 5 years o...

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Our Firm | Stern Wealth Management

http://sternwm.com/our-firm

Integrity. Independence. Experience. Metairie, LA 70002. Phone: 504.841.0045. FAX: 504.841.0046. Delivering comprehensive wealth management in a proactive manner by inspiring our family of clients to work towards their goals and pursue their dreams through innovative lifestyle planning. With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:. Comprehensive clearing and compliance services. LPL Financial u...

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Stern Wealth Management | Integrity. Independence. Experience.

Integrity. Independence. Experience. Metairie, LA 70002. Phone: 504.841.0045. FAX: 504.841.0046. Find Your Family Risk Number. Momentum is a fascinating investment phenomenon because it can be exploited in two completely opposite ways. Trends come and go. Getting in late is costly, but getting in early can reap tremendous rewards. Determining a Family Risk Number was developed using a model that won the Nobel Peace Prize in 2002 for Economics. Welcome to Stern Wealth Management.

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