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
  • Dedicated Service

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

individuals  &  families