Our focus is on wealth management. We believe success is not measured by performance statistics, but by our clients' success in achieving their goals. We believe that successful wealth management is about understanding and managing risk.
Instead of chasing hot funds and betting on hot markets, we focus on developing a disciplined investment strategy that will provide our clients the investment returns they need with the least risk possible to their assets.Our clients are not speculative, high-risk investors. Some are fiduciaries of corporate retirement plans, non-profit institutions, trusts or estates.
Instead of chasing hot funds and betting on hot markets, we focus on developing a disciplined investment strategy that will provide our clients the investment returns they need with the least risk possible to their assets.Our clients are not speculative, high-risk investors. Some are fiduciaries of corporate retirement plans, non-profit institutions, trusts or estates.
Services
The ABLE Act will allow certain individuals with disabilities to establish tax-free savings accounts that can be used to cover expenses not otherwise covered by government sponsored programs. These accounts can be a great alternative or supplement to special needs or supplemental needs trusts. Here are five important things you need to know about the ABLE Act.
James M. Burnett, Jr. has been helping families plan their finances and meet their financial goals for over forty years. He is a Certified Public Accountant (1972) and in 1984 became a Certified Financial Planner practitioner. His specialty is working closely with clients to establish financial goals and then working with the client to develop a plan to meet those goals.
Ben is a a co-managing partner of Stonebridge Advisors, LLC where he provides wealth management and retirement plan consulting. In 1981, Ben received a Bachelor's Degree in Marketing Management from the University of Alabama and received his law degree from the Cumberland School of Law in 1984. Following graduation, he received a Masters of Law in Taxation from the University of Florida Levin College of Law in 1985.
Our investment philosophy is based on the core belief that capitalism works to create wealth for those that have faith in the future and are willing to act upon that faith. Although investment markets are subject to short-term volatility, the long-term trend has always been up. Human emotions cause investors to make bad investment decisions and to badly under perform the markets.
In the investment business, it is easy to talk about diversification: Most investors understand that it is beneficial to diversify their assets, so most investment providers focus their marketing efforts on their devotion to diversification. However, the measure of a firm's commitment to effective diversification can be found in the strategy (or lack thereof) they employ.
Reviews
Be the first to review Stonebridge Advisors.
Write a Review