Stirlingshire offers both Self-direct Clients and Professional Financial Advisors a place to operate as they normally would, with the added benefit of more transparency, control, and on-demand advice.

This marketing plan for Stirlingshire Investments leverages an initial $150,000 monthly budget to achieve a target of 1,000 new clients per month, scaling to $1mm monthly with a target of 5,000+ clients monthly.

I have always felt clients need so much more; they need a strong understanding of how the markets work, especially in times of volatility. How to stay on track long term, what they should be focusing on now. Establishing strong partnerships leads to financial wellbeing!. Get in touch: 360-900-0376 Book a meeting: nicole.guimonds@stirlingshire.com

Originally raised on a dairy from in North Dakota, Tracy is a devoted husband and father and enjoys spending time with friends and family, barbecues, watching sports, and spending time in the yard. Get in touch: 360-528-3248 Please book time on my calendar for a meeting. tracy@stirlingshire.com

Meet our TeamMark Alarie

For more information about Stirlingshire BD LLC or its investment professionals, review our FINRA BrokerCheck report and Relationship Summary at https://brokercheck.finra.org/firm/summary/310576. You may also contact us directly if you'd like more information. Registration does not imply a certain level of skill or training.

As a strong business development professional, David is skilled in Asset Management, Hedge Funds, Alternative Investments, Equities, and Capital Markets. His extensive expertise and leadership in the field make him a valuable asset to the Stirlingshire team, committed to delivering exceptional financial services and innovative investment solutions.

For more information about Stirlingshire RIA LLC, you may access a copy of our Form ADV and Relationship Summary at https://adviserinfo.sec.gov/firm/summary/327779.

At Stirlingshire our focus is creating an Asset Management Model that is Better for Clients, Better for Advisors™. We are committed to creating a platform that empowers both clients and advisors, setting new standards of transparency, fairness, and efficiency in the industry. Meet the team making it happen:

SVP Investments, Stirlingshire Financial Licenses: Series 7 & 66. CFP®, CRPC™, AAMS™ Helen Dao is a Certified Financial Planner™ (CFP®) with over 18 years of experience helping individuals and small business owners achieve their financial goals.