Where your special moments come to life
Per Stirling is a leading investment advisory firm headquartered in Texas, renowned for its comprehensive wealth management services. With a team of highly credentialed financial advisors, we leverage our collective knowledge and experience to deliver customized financial plans and investment portfolio management solutions tailored to each client's unique needs and goals.
Our Core Beliefs
At Per Stirling, we firmly believe in a holistic approach to wealth management, prioritizing financial planning, portfolio management, and ongoing guidance to empower our clients to achieve their financial aspirations. Our fiduciary approach underscores our dedication to placing your interests first and prioritizing your well-being throughout the process.
Wealth Management
Our comprehensive wealth management services include financial planning, investment portfolio management, and ongoing guidance to help clients navigate the complexities of wealth. We tailor our strategies to each client's financial circumstances, risk tolerance, and financial goals.
Portfolio Management
We offer a range of portfolio management options, including both custom-designed portfolios and Per Stirling Model Portfolios, to meet diverse investment objectives and risk preferences. Our portfolio management team employs a disciplined and rigorous investment process to identify and select high-quality investments.
Financial Planning
Our experienced financial advisors work closely with clients to create personalized financial plans that address their specific goals, such as retirement planning, estate planning, and wealth preservation. We regularly review and update these plans to ensure they remain aligned with changing financial circumstances and goals.
Our Team
Our team of financial advisors holds various professional credentials, including CFP, CPA, ChFC, CFA, AEP, CDFA, CLU, and CRPS. Their diverse expertise and collective knowledge allow us to provide comprehensive and tailored solutions to our clients' financial needs.
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