Specialties

What makes Sterling Wealth Management unique is our commitment to education, transparency, and long-term relationships. We take the time to understand your goals, concerns, retirement income needs, tax situation, Medicare decisions, Social Security strategies, and legacy objectives before building a customized financial roadmap. Every recommendation is designed with your best interest first. Led by Kyle A. Kay, CFP®, AIF®, our firm combines retirement planning, investment management, tax-efficient strategies, IRA & 401(k) rollover guidance, Roth conversion planning, Medicare planning, and wealth management under one roof. We help clients navigate market volatility while staying focused on long-term financial independence and retirement confidence. Whether you’re approaching retirement, already retired, or looking for a second opinion on your current financial strategy, Sterling Wealth Management offers a fiduciary-centered experience focused on clarity, trust, and personalized planning. Serving Ocala, The Villages, Gainesville, and Central Florida. #SterlingWealthManagementOcalaFL #FinancialAdvisorOcala #CFPProfessional #FiduciaryAdvisorOcala #RetirementPlanningOcala #WealthManagementOcala #RetirementIncome #FinancialPlannerFlorida #InvestmentManagement #MedicarePlanningOcala #RothIRAOcala #401kRolloverOcala #OcalaFL #KyleKayCFP #retirementplanningOcala ##retirewithsterling #SWMFL

Meet the Business Owner: Kyle A. Kay, CFP®, AIF® K.

Kyle A. Kay, CFP®, AIF® is a Certified Financial Planner® and Accredited Investment Fiduciary® dedicated to helping individuals and families build clear, personalized retirement and investment strategies. He provides objective, fiduciary-focused guidance in retirement planning, investment management, income planning, Medicare coordination, and long-term care planning, serving clients throughout Ocala and Central Florida.