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Balance Ambition with the Life You Love

Your career is demanding, and your financial life shouldn’t add stress. At Per Stirling, we create strategies tailored to your goals, helping you navigate complex compensation plans, manage wealth, and plan for the future—all while giving you the freedom to focus on your passions and what matters most.

Questions We Address

Managing wealth as a professional or executive comes with unique challenges and opportunities. You might have questions about balancing long-term financial goals, optimizing your compensation plan, or minimizing taxes.

What strategies can I implement to maximize the benefits of my compensation plan, including stock options, bonuses, and retirement contributions?
How can I ensure my investment portfolio is aligned with my long-term financial goals and risk tolerance?
How do I determine the right balance between saving for retirement and other financial priorities, like funding my children's education or buying a second home?
What’s the best way to structure my assets to help ensure a smooth transfer of wealth to my heirs or charitable causes?
How can I protect my wealth during economic downturns while still achieving meaningful growth?

How We Help Executives & Professionals

Comprehensive financial planning so you can experience more from your life and finances.

A well-conceived plan aids in financial success. Whether you're looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence comes from knowing you have a plan.

Portfolio Management

We help design, manage, and monitor a personalized, diversified portfolio. Our goal is to help ensure you not only own the appropriate investments but also understand how your portfolio supports your path toward your financial goals.

Risk Management

We use a thoughtful, disciplined approach to evaluate your coverage and insurance options, focusing on identifying and addressing key areas of risk. We strategically help you navigate complexity and seize opportunities.

Retirement Planning

Look forward to retirement with strategies focused on income, savings, and managing expenses. We’ll help ensure you can enjoy your next chapter with confidence, focusing on your unique priorities for life in retirement.

Education Planning

Help support your family’s educational goals with a clear plan for education funding. From 529 plans to tax-efficient savings strategies, we help you prepare for the costs of education while balancing other financial priorities.

Charitable Planning & Giving

Make a meaningful impact with your wealth. Whether through charitable giving, donor-advised funds, or legacy strategies, we help you align your giving with your values while optimizing the financial benefits of your generosity.

Tax Planning

Manage your finances with proactive, tax-efficient strategies. From minimizing liabilities to planning for deductions, we help you keep more of what you earn while supporting your broader financial goals.

Simplify your finances to enjoy life more.

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Who We Work With

We serve clients across the U.S. with personalized strategies aligned with their unique financial journeys.

Explore Who We Serve

Our Approach

Experience a client-centric process focused on financial flexibility and confidence, with strategies tailored to help you achieve what matters most.

See How We Work

Our Team

Discover a capable and dedicated team who nurture your wealth and strive to deliver guidance that reflects your goals and aspirations.

Meet the Advisors