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Sterling Foundation Management is a leading provider of comprehensive foundation management services, enabling philanthropists to focus on their charitable endeavors. They offer tailored solutions, including:

  • Philanthropy Services: Comprehensive foundation management to streamline philanthropic efforts.

  • Ultra High Net Worth Concierge Services: Family office concierge services designed for individuals with assets exceeding $100 million.

  • CRT Secondary Planning Services: Expertise in secondary planning for Charitable Remainder Trusts (CRTs).

  • Sterling Advisor Solutions: A range of optimized, turnkey solutions for diverse client needs.

With decades of experience, Sterling ensures that philanthropy is effective, efficient, compliant, and meaningful. 

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ChristianInvestingTool.com is a free resource designed to help investors align their portfolios with biblical principles. Utilizing the eVALUEator screening tool, it evaluates investments to identify companies involved in activities contrary to Christian values, such as supporting abortion, producing sexual content, or mocking Christianity. The platform offers users five free reports upon account creation, enabling thorough reviews of stocks, mutual funds, ETFs, and variable annuities to ensure alignment with faith-based standards. By leveraging this tool, investors can practice good stewardship and make informed decisions that reflect their moral convictions.

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(805) 994-9557

 

©2025 - Lily Wealth Mangement

All rights reserved.

Advisory services offered through Truvestments Capital LLC. Lily Wealth Management is a DBA of Truvestments Capital LLC. Truvestments Capital LLC is a Registered Investment Adviser. This website is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Truvestments Capital LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Truvestments Capital LLC unless a client service agreement is in place. Additional disclaimers here: lilywealthmanagement.com/disclaimers

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