Business owners are among the most dedicated individuals in our economy. You've given your blood, sweat, and tears to building something that not only provides for you and your loved ones, but may outlive all of us.

That is why you need to utilize an investment advisor that puts the same level of commitment into managing your assets that you put into your field of interest. Whether you are saving for your eventual retirement, preparing for an ownership transition, or looking for alternative financing options, Stirling Bridge Wealth Partners can help lead you along the right path. We can partner with your attorney or insurance professional to provide asset protection, helping keep what you've earned safe.

Our services to business owners include:

  • Sophisticated Financial Planning
  • Customized Portfolio Management
  • Investment Management of Trusts
  • IRA Rollovers from Retirement Plans
  • SEP IRAs and Other Options
  • Risk Mitigation Investment Strategies
  • Effective Tax Management
  • Effective Charitable Giving Techniques
  • Dedicated Service

business owners

Premier asset management firm guiding clients over life's flowing waters.