Per Stirling Capital Management

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Per Stirling Capital Management Per Stirling is an independent, fiduciary, and award-winning wealth management firm, with offices in Austin and Dallas. Securities offered through B. B.

The very foundation of Per Stirlingโ€™s business model is an unfaltering belief that, โ€œif we take outrageously good care of our clients, and treat the members of our team like family, everything else will take care of itselfโ€. Per Stirling has been recognized by InvestmentNews as one of the Best Places in America to Work for Financial Advisors. Further, on a local level, Per Stirling is regularly recognized by the Austin Business Journal as One of the Best Places in Austin to Work as well as winning RecognizeGood's Ethics in Business & Community Award. Per Stirlingโ€™s business model is to attract exceptional financial advisors in Austin, Dallas, Houston and San Antonio by providing them with virtually all of the advantages of owning their own firm, but without the many associated headaches, and surrounding them with a culture and an environment where the best interest of the client is always placed above all else. If you would like to learn more about the Per Stirling difference, please visit www.perstirling.com. Advisory services offered through Per Stirling Capital Management, LLC. Graham & Co., Inc., member FINRA/SIPC. Per Stirling Capital Management, LLC, DBA Per Stirling Private Wealth and B. Graham & Co., Inc., are separate and otherwise unrelated companies. For more information on all our awards and their criteria, please visit the โ€œAwards and Mediaโ€ page on our website at https://perstirling.com/awards-and-media/.

Behind every successful client relationship is a team of people dedicated to delivering exceptional service. At Per Stir...
10/27/2026

Behind every successful client relationship is a team of people dedicated to delivering exceptional service.

At Per Stirling, we believe collaboration is one of our greatest strengths. By bringing together a diverse team of professionals with different experiences and skillsets, we're able to provide thoughtful guidance and comprehensive support to the families we serve. This collaborative approach allows us to share ideas, solve challenges, and continually look for ways to improve the client experience.

The best outcomes are rarely achieved alone. They are often the result of strong partnerships and a shared commitment to serving our clients.

https://www.perstirling.com/about-us

Things are oftentimes not what they appear to be on the surface, and that applies to many capital markets both in the th...
10/26/2026

Things are oftentimes not what they appear to be on the surface, and that applies to many capital markets both in the third quarter and over the year-to-date period. For example, during the third quarter, the S&P 500 Index added another 2.3% to bring its year-to-date gains to an impressive 12.8%1, which is quite remarkable for the fourth year of a bull market....

Continue Reading Here: https://www.perstirling.com/blog/per-stirling-capital-outlook-october-2026

Outlook

Financial confidence begins with understanding. Building a strong financial future isn't necessarily about having all th...
10/23/2026

Financial confidence begins with understanding. Building a strong financial future isn't necessarily about having all the answers today. It's about consistently learning, asking questions, and making informed decisions over time.

Whether you're exploring investment strategies, learning about retirement accounts, managing debt, or creating a savings plan, education can play a critical role in helping you feel more confident about your financial choices.

We believe one of the most valuable services an advisor can provide is helping clients better understand the opportunities available to them. Because informed decisions often lead to greater confidence and better outcomes.

https://www.perstirling.com/how-we-work

Life rarely follows a straight line, and every major milestone comes with its own financial opportunities and challenges...
10/20/2026

Life rarely follows a straight line, and every major milestone comes with its own financial opportunities and challenges. Starting a new job, getting married, purchasing a home, growing a family, transitioning into retirement, or receiving an inheritance can all significantly impact your financial strategy.

While these changes can feel exciting, they can also raise important questions. Having a trusted advisory team in your corner can help you navigate these transitions with confidence.

The right planning process can help ensure your financial decisions continue supporting both your immediate needs and long-term goals. No matter where you are in life's journey, thoughtful planning can help you prepare for what's next.

https://www.perstirling.com/meet_the_team

๐ŸŽ‰ Celebrating 15 Years with Nathan Trenholm! ๐ŸŽ‰Today, weโ€™re proud to recognize an incredible milestone as Nathan Trenholm...
10/16/2026

๐ŸŽ‰ Celebrating 15 Years with Nathan Trenholm! ๐ŸŽ‰

Today, weโ€™re proud to recognize an incredible milestone as Nathan Trenholm celebrates 15 years with Per Stirling. His commitment to serving clients, sharing his experience, and helping others succeed has made a meaningful impact on our firm and the many people he has worked with throughout the years.

Reaching 15 years is a remarkable achievement, and we are grateful for the knowledge, dedication, and positive influence Nathan has brought to Per Stirling over the years. His contributions have helped shape our culture, strengthen client relationships, and support the continued growth of our firm.

Please join us in congratulating Nathan on this outstanding milestone. We look forward to celebrating many more successes together! ๐Ÿ‘ Congratulations, Nathan!

https://www.perstirling.com/team/nathan-trenholm

One of the most meaningful financial planning discussions often happens around the dinner table, not in a conference roo...
10/13/2026

One of the most meaningful financial planning discussions often happens around the dinner table, not in a conference room. Many families avoid conversations about finances, estate plans, or future responsibilities because they feel uncomfortable or overwhelming.

However, having these discussions early can help reduce uncertainty, align expectations, and strengthen family relationships. Talking openly about goals, values, charitable intentions, and future wishes can provide clarity for everyone involved.

These conversations help ensure loved ones are prepared to make important decisions when the time comes. Planning for the future isn't just about assets. It's about creating understanding and confidence for the people who matter most.

https://www.perstirling.com/client-services

In today's world, it's easy to get distracted by daily headlines, market volatility, and economic uncertainty. Yet some ...
10/09/2026

In today's world, it's easy to get distracted by daily headlines, market volatility, and economic uncertainty. Yet some of the most successful financial outcomes come from maintaining a long-term perspective.

A well-constructed financial plan can serve as an anchor during uncertain times. It provides guidance, perspective, and a reminder that successful planning is rarely about predicting every market move. It's about creating a strategy designed to support your goals through a variety of market environments.

https://www.perstirling.com/

Financial planning is about far more than portfolios, spreadsheets, and market updates. At its core, it's about helping ...
10/06/2026

Financial planning is about far more than portfolios, spreadsheets, and market updates. At its core, it's about helping people align their financial resources with the life they want to live.

Whether you're preparing for retirement, supporting children through college, growing your business, or planning for the next generation, each financial decision should support a larger purpose. That's why a thoughtful financial plan doesn't just focus on today. It considers your goals, values, priorities, and vision for the future.

At Per Stirling, we believe every financial plan should be as unique as the people behind it. By building a strategy around what matters most to you, we can help create a clearer path forward and greater confidence in the decisions you make along the way.

https://www.perstirling.com/client-services

๐ŸŽ‰ Celebrating 11 Years with Kim Ray! ๐ŸŽ‰ Today, weโ€™re excited to celebrate a remarkable milestone as Kim Ray marks 11 year...
10/01/2026

๐ŸŽ‰ Celebrating 11 Years with Kim Ray! ๐ŸŽ‰

Today, weโ€™re excited to celebrate a remarkable milestone as Kim Ray marks 11 years with Per Stirling! Over the past 11 years, Kim has been a dedicated and dependable member of our team, bringing professionalism, knowledge, and a genuine commitment to helping both clients and colleagues succeed.

Please join us in congratulating Kim on this incredible achievement and thanking her for 11 years of service, and commitment. We are grateful to have her as part of the Per Stirling family and look forward to many more years ahead!

๐Ÿ‘ Congratulations, Kim, and thank you for all you do!

https://www.perstirling.com/team/kim-ray

There will always be headlines, market volatility, and economic uncertainty. While we can't control the news cycle, we c...
09/29/2026

There will always be headlines, market volatility, and economic uncertainty. While we can't control the news cycle, we can control how we respond to it.

A well-designed financial plan focuses on the factors within your control, such as saving habits, spending decisions, diversification, and long-term discipline. Staying committed to your strategy can help reduce stress and improve confidence during uncertain times.

https://www.perstirling.com/

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4800 Bee Caves Road
Austin, TX
78746

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