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