Hilton Head’s Brian Stertzer - Asset Management Professional
Hilton Head, South Carolina, resident Brian Stertzer serves as
managing director of asset management for Columbus, Ohio, advisory firm,
WealthStone, Inc. Since 2006, Stertzer has restructured the company’s
asset management division, providing investment solutions to the firms’
ultra–high-end clients. Brian Stertzer’s investment philosophy includes
using a broadly diversified asset allocation approach. Additionally,
since 1998, Stertzer has served as president of True North Foundation, a
charitable organization with a global reach for sharing resources.
An entrepreneur with more than 30 years of business development experience, Stertzer was a partner in WealthStone’s predecessor (Professional Planning Consultants, Inc.). His previous ventures include ownership of Adia Personnel Services and serving as a contract consultant strategizing on business development and growth.
Outside of work, Brian Stertzer takes advantage of the coastal environment of Hilton Head, South Carolina, by enjoying water sports such as paddle boarding, golf, and tennis. A member of the Hilton Head Island Rotary Club, he also volunteers with Special Olympics and remains active with the Fellowship of Christian Athletes, both locally and at a national level. Stertzer shares his talents with the community through personal finance seminars that he conducts for schools and churches.