What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Chartered Advisor in Philanthropy (CAP®) Services
Doug’s CAP® designation is a mark of excellence in the complex landscape of philanthropic planning.
Our Planning Process
We can provide a spectrum of recommendations based on your goals. From basic investment guidance to asset management, we will collaborate to assess your needs and customize an approach that works for you.
Meeting Remotely
Stirling Wealth Management is able to meet via WebEx
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Retirement Income
Generating income from the retirement savings you have accumulated over your lifetime in an efficient way can often be a complex task.
Retirement Planning
Don’t stress about retirement – look forward to it! Together we can develop a retirement plan to help ensure you meet your needs and goals, living out the lifestyle you envision.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
