Broker Check

Wealth Advisors Empowering You Throughout Your Financial Journey

Stonebridge goes beyond designing a financial roadmap — they’ll help you get there.

Who We Serve

Selecting the right financial advisor is an important step in your pursuit of true wealth. We build a customized plan for whatever your needs, including individual financial planning and business financial planning.  

Business Owners

Business Owners

You’re used to being the one who makes the tough calls. But who do you turn to when you have questions? Our team is dedicated to helping your business thrive. We’ll help you work towards growing and protecting your assets, put together tax-smart planning strategies, and prepare to pass your dream on to the next generation when the time comes. 

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Business Executives

Business Executives

Business Executives play a pivotal role in steering a company towards success. Our team is committed to providing that same standard of caring and focus into creating and executing a custom approach to your financial journey.

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Pre-Retirees & Retirees

Pre-Retirees & Retirees

We take the time to get to know you and your aspirations to provide holistic custom solutions. Whether you are rapidly approaching retirement just entering the workforce or even in the middle of the newly found freedom, Stonebridge will be there for you.

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Our Process

The passion of our Wealth Advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved.

<sup>About Us</sup>A Team Dedicated To Your Success
Step 1
Discovery Stage

Discovery Meeting & Data Gathering

Your advisor will take the time to get to know you and your unique situation. You won’t be working with someone who only sees you as a number – your advisor will take a comprehensive look at your life and finances. This will help reveal where your priorities are and what changes can be made to get you closer to your version of freedom.

<sup>About Us</sup>A Team Dedicated To Your Success
Step 2
Planning Stage

Personalized Plan

After understanding every financial and non-financial asset in your life, we create a personalized wealth plan – a plan that’ll serve as the road map toward your goals.

<sup>About Us</sup>A Team Dedicated To Your Success
Step 3
Implementation Stage

Implement Plan

The process doesn’t end with the creation of your personalized plan. Your plan is consistently monitored and adjusted as life changes to help ensure your path towards freedom stays clear and unobstructed.

<sup>About Us</sup>A Team Dedicated To Your Success
Step 4
Monitor Stage

Onboarding & Ongoing Care

You can be as involved in your wealth plan as you’d like thanks to our ongoing care. The portal lets you access all your accounts in one place, so you can easily view your plan and track your progress. Once your wealth plan is in motion, we reach out to check in on your goals, evaluate your plan, and make sure your money is working in your best interest.

Meet Your Dedicated Team

As a client of Stonebridge, you benefit from the experience of our entire firm. Our team members are bound to keep our clients’ best interests at heart. You can be confident that any advice we give is completely in your best interest, and yours alone. Each team member has a specific role, so we can proactively monitor every aspect of your financial plan and make sure everything stays on track. That means confidence for you, as well as time back to focus on the things you love.

Stonebridge Financial Team

Our ToolsExpertise & Resources

The world of finance is ever changing. Take the time to explore our collection of finance-related topics and or learn more from our collection of articles, blogs, videos, tools and more.

Visit Our Resource Center

Contact UsLet’s Get Started

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.

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