Our Services
As your most trusted financial advisor, it’s important that we offer you a comprehensive plan to help you pursue your financial goals and objectives. You trust us to provide a blueprint that will take you in the right direction. We’ll continually monitor and evaluate your financial plan and communicate with you in a transparent way, so you’ll know your plan is always up-to-date. And finally, we hold ourselves accountable to helping you take the necessary steps in following your financial plan.
Portfolio Management
Our disciplined, proactive approach to investment management is driven by our research team and investment committee. Learn more
Wealth Planning
Our team of experts will work closely with you to design a comprehensive plan based on your individual goals and concerns. Learn more
Risk Management
Our team of Insurance Specialists can help you evaluate your insurance needs and compare that to the existing coverage you have in place to make sure you are adequately covered. Learn more
Estate Planning
Our estate planning team is here to help you clarify your ultimate goals for the wealth you have accumulated. Learn more
Tax Planning
Our professional tax team of CPAs is not here to replace your current tax advisor. However, there has never been a better time to have a second set of eyes review your tax returns to identify any potential areas for improvement. Learn more
Business Liquidity
Is your business your largest asset? At Stonebridge Financial Partners, we understand business owners have a majority of their wealth invested in their business. Learn more