About
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Contact Information
| Address | 123 William St Fl 21, New York, NY 10038, USA |
|---|---|
| Website | https://nerdwalletwealthpartners.com/ |
| Location | 40.7093249, -74.0071476 |
Opening Hours
| Monday: 8:00 AM – 6:00 PM |
| Tuesday: 8:00 AM – 6:00 PM |
| Wednesday: 8:00 AM – 6:00 PM |
| Thursday: 8:00 AM – 6:00 PM |
| Friday: 8:00 AM – 6:00 PM |
| Saturday: Closed |
| Sunday: Closed |
Categories / Tags
Reviews
Ryan and his team at NerdWallet Wealth Partners are the absolute best -- bar none. I've been working with Ryan for upwards of 5 years at this point and there's no one I would trust more to manage my money. Not only is he smart, well credentialed, and clearly knows what he's doing but he always makes himself available to answer my inquiries whenever they pop up. Add to that the fact that he's done everything from help me answer questions about my taxes to assist me in evaluating offer letters from new jobs and you get a real sense of how much Ryan and his team care about their clients. I've referred him to countless friends, family, and coworkers and there's a clear reason why.
I've been a client of NerdWallet Wealth Partners now for over two years. They are very knowledgeable, always responsive, and personable, which in my experience is hard to find this level of genuine, 1:1 relationship with other advisors. Most importantly, they have helped me successfully navigate through some major life events and planning for my future. It really feels like a relationship-based firm that has my best interests at heart. Definitely recommend
Smart, experienced, honest financial advisors who truly care about their clients and give sound advice that has made me money. They are super responsive and wonderful to work with. I can't recommend NerdWallet Wealth Partners highly enough.
We have been clients of Ryan Sterling and the team at NW Wealth Partners for nearly a decade, and I cannot recommend them highly enough. While the returns have been consistently excellent, what truly sets them apart is their dedication to a highly personalized experience. Ryan doesn't just manage assets; he deeply understands our long-term goals. Most importantly, he has been a steady partner through turbulent times—navigating everything from COVID-19 and market recessions to personal job changes with expertise and care.
We’ve had an excellent experience working with Ryan from NerdWallet Wealth Partners. From the start, he took the time to truly understand our family’s goals and priorities—not just for the short term, but for the long run as well.
He has been incredibly helpful in guiding us through the financial planning process for a major home renovation, making sure we feel confident about how it fits into our overall financial picture. At the same time, he has kept us focused on the bigger goals—retirement planning and building a strong future for our children—without making anything feel overwhelming.
What stands out most is his ability to explain complex financial decisions in a clear, approachable way. We always feel informed, supported, and never pressured. It’s reassuring to know we have a thoughtful, strategic partner helping us make smart decisions for our family’s future.
I would highly recommend Ryan to anyone looking for a knowledgeable, trustworthy, and genuinely caring financial planner.