What We Do

A personal feel for all our relationships

We combine professionalism with personality to give our clients a one of a kind experience.

We spend a lot of time with the clients we work with because we understand the importance of caring for the wealth they have accumulated.  Acting as a trusted advisor, our individualized strategies are designed to work with tax and estate goals in mind so that our clients’ money can last their lifetimes and for generations to come.  When calling our office you will speak directly to a team member who is dedicated to taking care of you. We understand that every person has a different relationship with their finances, and we take an individualized human approach to develop strategies that accomplish your goals while being sensitive to your individual feelings about money.  Working closely with your other trusted advisors such as CPAs and attorneys, we act as a quarterback to coordinate your financial plan. Wealth management goes way beyond investing prudently, and we invite you to experience the Stonebridge difference yourself.

Wealth Management Services

From our first discovery meeting through our ongoing relationship, we strive to help our clients maximize and preserve their wealth.  You will meet with at least one of our experienced advisors and engage in the financial planning process where we take a consultative approach to address your most important goals.  Our experience, resources, and technology combine to offer our clients an unparalleled experience.

Retirement Plan Services

With our retirement plan fiduciary review, we gather information about the goals of your retirement plan and assess how your needs are currently being met.  From there, we offer suggestions that can help improve your plan in several key areas such as plan design, education, fiduciary responsibility, participant engagement, and individualized financial advice for participants.  Our experienced retirement plan team is here to help you make the most of your plan.

Digital Financial Services

Explore a digital wealth solution unlike any other.  Our step-by-step process assesses your risk tolerance and determines the type of portfolio that maps to your goals.  When you establish an account, you also have access to a robust account aggregator and goals-based planning tool to gain a clearer picture of your long-term financial plan.  If your needs are more complex and you require more advanced planning, you have access to CFP(R) practitioners who can build a plan for an hourly fee.

Schedule a discovery meeting