As a team, we analyze each investor’s individual financial situation realizing that not one single investment philosophy is correct for everyone. We begin our working relationship with a comprehensive meeting, where we explore the potential investor’s current financial status, life cycle stage, portfolio and goals. A customized portfolio review is prepared for the client after joining Stirling Wealth Management. Reviewing, evaluating and assessment of a client’s portfolio can be expected throughout the affiliation with the group. Stirling Wealth Management is able to put into place investment products and services that will satisfy the investor’s financial goals, due to our experience and contacts in financial services.
