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Wealth Management

Wealth Management

Stirling Capital creates strategies that are tailored to your needs and goals.

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Exceptional Service

Exceptional Service

Planning. Guidance. Trust. Honesty. At Stirling Capital, we believe values matter, and we live by ours every day.

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Nurturing Relationships

Nurturing Relationships

Years of experience has prepared Stirling Capital to guide you through your life transitions.

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Helping clients pursue financial freedom

Trust & Transparency

Stirling Capital is here to help educate you on the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data.

Through our comprehensive approach, we develop customized  strategies that address clients’ individual needs and goals, both short and long-term.

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Stirling Capital Mission

We strive to help our clients pursue financial freedom through exceptional service, planning, guidance, and trust.

Service

Service

We have a talented and hard-working team that helps us to maintain relationships with you that are proactive; calls are returned in a timely manner, and issues are followed up on.

Planning

Planning

We do not give "cookie-cutter" advice. The Stirling Capital Planning Process takes a snapshot of your current situation, and identifies future goals so that we can put a dynamic plan in place and implement what needs to be done in order to pursue those goals. Planning is critical so that we know exactly what we are trying to achieve.

Guidance

Guidance

Things change with time. Objectives and current situations do not remain static. We are able to help guide you to keep you and your plan on track, make changes and adjustments as necessary, and continue to focus on the long term rather than the never-ending short term distractions.

Trust

Trust

We strive to continue to do what is best for you, whether through our fiduciary capacities with regard to your investments, our interactions with your attorneys and accountants, or simply the advice that we give on a regular basis.

Meet Our Team

Why Stirling Capital

Resource Center

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.
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What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.
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Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?
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