Stirling Bridge Wealth Partners, LLC

Overview

Stirling Bridge Wealth Partners, LLC is an independent, fee-based registered investment adviser focused on discretionary portfolio management and financial planning for individuals, families and small businesses. The firm operates with an owner-led structure and leans on third-party managers and pooled vehicles rather than running proprietary funds. Investment activity centers on public mutual funds and managed separate accounts, with a smaller allocation to alternative strategies such as private placements and real estate. Stirling Bridge reports it is not an active ESG investor and does not present itself as a pension consultant or multi-state adviser. The firm’s model is traditional wealth management: ongoing financial planning paired with portfolio implementation on a percentage-of-AUM fee schedule. Custodial and execution relationships emphasize operational efficiency and access to broad fund and ETF universes, supporting discretionary decision-making and tailored portfolios for each client relationship.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices