Stirling Bridge Wealth Partners, LLC is a boutique wealth management firm offering a broad range of investment solutions, sophisticated strategies, and wealth planning options to clients. We are what is known as a fee-only advisor. We do not receive sales commissions of any kind. Our team has over 20 years of experience serving others and utilizing a host of investment vehicles and financial tools.Jason is a CFA charterholder with over 18 years of investment experience. He has worked as a Senior Portfolio Manager in the trust departments of large regional banks, helping high net worth individuals and business owners achieve their investment goals. He manages client portfolios and services their financial needs. Jason is graduate of Ashland University. His MBA is from Case Western Reserve University. He is an active volunteer at Calvary United Methodist Church in Grand Rapids, OH. He serves as unpaid principal for his family's homeschool.Jason enjoys writing historical fiction, splitting firewood, and playing the guitar in his free time. By the way, he's sold over 90,000 copies of his novels worldwide.Specialties: Passion for core portfolio management. Risk management using derivatives. Strategic and tactical asset allocation.