Associate Wealth Manager
Phone: (248) 663-4782
Fax: (248) 827-7378
Matt Stirling is an Associate Wealth Manager at Dunleavy Wealth Management, with Michigan Financial Companies, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.
As a Registered Representative, Matt is qualified to address the diverse needs of high net-worth individuals. Matt provides recommendations for asset allocation, funding for education, retirement and long-term care insurance. Matt works closely with business owners, executive teams and their advisors to help them realize their financial goals.
- Oakland University
- Bachelor’s of Science in Finance
- Life, Accident & Health Insurance Licenses
- Variable Life and Annuities License
- FINRA Series 7 License
Matt currently lives in South Lyon. As an avid hockey fan, he enjoys both playing and watching hockey along with spending time “up north” in the Oscoda and Harbor Springs area during the summer months.
“I help my clients with the complicated decisions that they fear the most. By working with a financial professional who understands where they are today and where they want to be, these decisions can become much less stressful. I do this by providing a comprehensive strategy that takes into consideration the future they have envisioned for themselves. These strategies seek to provide a path to help them reach their goals with confidence.”