Stonebridge is a registered investment adviser founded in 1946 by Julian Weiss. Since it's conception, the firm has specialized in serving the unique needs of high net worth individuals and families. The investment experience of our portfolio management team spans over 40 years. Our wealth and retirement planning experience allows us to understand each client's unique set of objectives.
The firm is 100% owned by its management and is neither affiliated with nor a division of any other entity. Our philosophy is about understanding at a foundational level what is important to you and your values, and creating an investment strategy that will help you realize your goals.
The firm is 100% owned by its management and is neither affiliated with nor a division of any other entity. Our philosophy is about understanding at a foundational level what is important to you and your values, and creating an investment strategy that will help you realize your goals.
Reviews
Be the first to review Stonebridge Capital Management.
Write a Review
