Per Stirling Capital Management - Austin, Texas

Per Stirling Capital Management: A Detailed Overview

For individuals and families seeking comprehensive financial planning services, Per Stirling Capital Management presents a noteworthy option. Located in Austin, Texas, at 4900 Spicewood Springs Rd Suite 300, TX 78759, this firm offers personalized guidance to help clients achieve their financial goals. Their contact number is 25278411, and their website, perstirling.com, provides further details about their services and philosophy.

What is Per Stirling Capital Management Per Stirling Capital Management is a registered investment advisor (RIA) specializing in providing tailored financial planning solutions. Unlike firms that solely focus on investment management, they adopt a holistic approach, considering a client’s entire financial landscape – encompassing retirement planning, estate planning, tax optimization, insurance needs, and overall wealth management. They prioritize building long-term relationships based on trust and transparency.

Key Features and Services

• Comprehensive Financial Planning: This is the cornerstone of their offering. They work with clients to develop detailed financial plans that align with their unique circumstances, risk tolerance, and objectives.
• Retirement Planning: Helping clients plan for a comfortable and secure retirement is a significant focus. This includes projecting retirement income, determining optimal savings strategies, and exploring various retirement account options.
• Investment Management: Per Stirling offers investment management services, utilizing a disciplined and research-driven approach. They typically employ a diversified portfolio strategy to mitigate risk and enhance returns.
• Estate Planning: They collaborate with estate planning attorneys to help clients develop strategies for transferring assets efficiently and minimizing estate taxes.
• Tax Planning: Understanding the tax implications of financial decisions is crucial. Per Stirling assists clients in optimizing their tax strategies to minimize their tax liabilities.
• Insurance Planning: Ensuring adequate insurance coverage is vital for protecting assets and providing financial security. They assess insurance needs and recommend appropriate coverage levels.

Accessibility and Amenities

Per Stirling Capital Management demonstrates a commitment to accessibility and inclusivity. The office building features a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. Restrooms are also available. Appointments are highly recommended to ensure dedicated attention and personalized service. The firm's dedication to these features underscores its commitment to serving a broad client base.

Client Feedback and Reputation

Currently, Per Stirling Capital Management has 0 reviews on Google My Business, indicating a limited public record of client feedback. The average opinion is 0/5, which, while not reflective of a measurable success rate, suggests an opportunity for the firm to actively solicit and showcase client testimonials. It’s important to note that the absence of reviews doesn't necessarily imply a negative experience; it simply reflects a lack of publicly available feedback at this time. Potential clients should diligently seek out information beyond online reviews, such as testimonials or referrals from trusted sources.

Location and Logistics

The firm's location in Austin, Texas, provides access to a thriving business environment and a diverse talent pool. The address is 4900 Spicewood Springs Rd Suite 300, Austin, TX 78759. Clients can easily navigate to the office using GPS or online mapping services. Parking is readily available in the surrounding area.

Recommendations for Prospective Clients

• Schedule an Appointment: Given the limited online reviews, scheduling an appointment is strongly recommended to discuss your financial goals and assess whether Per Stirling Capital Management is the right fit for your needs.
• Research the Team: Explore the backgrounds and qualifications of the financial advisors at Per Stirling. Understanding their experience and expertise is crucial.
• Inquire About Investment Philosophy: Gain a clear understanding of their investment approach and how it aligns with your risk tolerance and investment objectives.
• Request a Fee Disclosure: Obtain a detailed breakdown of their fees and compensation structure. Transparency in fees is paramount.
• Check for Credentials: Verify the advisors’ credentials, such as Certified Financial Planner (CFP®) or Chartered Financial Analyst (CFA®) designations.

Conclusion

Per Stirling Capital Management presents itself as a dedicated provider of financial planning services, emphasizing a personalized and holistic approach. While the lack of readily available reviews warrants further investigation, their commitment to accessibility and the comprehensive nature of their services make them a potentially valuable resource for individuals seeking expert guidance on their financial journey. Further due diligence, including direct communication with the firm and exploration of client testimonials, is encouraged to determine if their services align with your specific requirements. Their location and accessibility features further enhance their appeal as a professional and client-focused firm. The firm's team offers a valuable skillset, focusing on a client-centric approach to building long-term financial security.

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