Stonebridge Wealth offers fee-only fiduciary comprehensive financial planning and wealth counsel solutions for individuals, families, small business owners, and entrepreneurs. When it comes to complex financial questions and solutions, we are here to answer your financial concerns in plain English, so that you can make educated and informed decisions about your financial future.
We provide a streamlined process that simplifies decision-making and gives you a clear understanding of what's to come for your financial future. We work with clients in many aspects. Over the past decade, you went to college (or not), got a job, traveled, moved, switched jobs again. We Work from Anywhere - We have an all virtual team here to serve you.
We provide a streamlined process that simplifies decision-making and gives you a clear understanding of what's to come for your financial future. We work with clients in many aspects. Over the past decade, you went to college (or not), got a job, traveled, moved, switched jobs again. We Work from Anywhere - We have an all virtual team here to serve you.
Services
Stonebridge Wealth Management, Ltd., Co. (SBWM) was founded with the goal of assisting clients in every aspect of their financial life. We provide the most personal service available, having earned a reputation for excellence in our industry. We strive to help you create financial stability and security, leading to financial independence.
The world of finance is ever growing and evolving, and we're not just talking about the next hot stock tip. With the fast changing life style, or the need to slow it down, the opportunity for understanding and clarity, you need a direction the is tailored to you.
Financial Planning is the process of organizing, evaluating and utilizing your financial resources to define and achieve your life goals, whether it is Cash Flow Analysis, Goal Setting, Personal Net-Worth Analysis, Income Tax Analysis & Reduction, Education Planning, Retirement Projections, Insurance Needs Analysis, or Estate Planning.Astute management of your investments over time is essential to helping you achieve your financial goals.
Financial Planning is the process of organizing, evaluating and utilizing your financial resources to define and achieve your life goals, whether it is Cash Flow Analysis, Goal Setting, Personal Net-Worth Analysis, Income Tax Analysis & Reduction, Education Planning, Retirement Projections, Insurance Needs Analysis, or Estate Planning.Astute management of your investments over time is essential to helping you achieve your financial goals.
Depending on the case, we offer an hourly rate or a flat rate. Our Planners and Advisors keep detailed logs of the time they spend on your case. If you seek a relationship with a competent financial planner whose compensation is not dependent on the product they sell, but rather on the advice they give, we may be the fee-only financial planning firm you're looking for.
You'll receive a comprehensive and customized financial plan built specifically to meet your unique goals. By working in close partnership throughout the year, we will deliver a plan and work with you to track progress. An ongoing working relationship means you aren't overwhelmed by a "one-off" hundred-page financial plan, and allows us to calibrate the plan as your life inevitably changes.
Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn't see a Podiatrist if you needed heart surgery. If we aren't a good fit for each other we will gladly introduce you to a firm who is better suited to your needs.
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