High net worth individuals and their families have unique sets of goals. We understand the complexities involved with preserving and growing wealth from one generation to the next.
That is why we at Stirling Bridge Wealth Partners, as your trusted investment advisor, will partner with the rest of your team of professionals. We frequently engage with your CPA, attorney, bankers, or insurance providers in order to provide a comprehensive solution to your most complicated of needs. In the end, we know that much can be accomplished as long as it doesn't matter who gets the credit.
Some of the services we provide include:
Sophisticated Financial Planning
Customized Portfolio Management
Investment Management of Trusts
IRA Rollovers from Retirement Plans
Risk Mitigation Investment Strategies
Effective Tax Management
Effective Charitable Giving Techniques
Premier asset management firm guiding clients over life's flowing waters.