Our clients value advice for life, not just money.
Lucien, Stirling & Gray offers Financial Planning and Asset Management Services for individuals, corporations, trusts, and foundations.
We serve those who value personal relationships and want unbiased advice from experienced professionals. Our clients have worked hard in their chosen professions, and they want to know they will have the freedom to focus on other aspects of their lives, allowing us to focus on money.
Most of our clients share the following personal characteristics:
Prudent Investors – Motivated primarily by responsibility, not greed
Thoughtful Delegators – Actively seek insightful advice – then act on it
Fiscally Conservative – Live below their means and keep debt to a minimum
Long-Term Oriented – Think in terms of decades and generations rather than immediate gratification
Respected in the Community – Have a strong sense of stewardship & “give back”
Our team at Lucien, Stirling & Gray takes financial responsibility seriously without taking ourselves too seriously, and we look for the same outlook in clients – having a sense of humor is always a plus.
Sound like you? If so, please contact us.