Welcome to Stonebridge Financial Group!

The experienced team at Stonebridge Financial Group has been working together since 2002. Our close-knit staff brings the human factor back to investing through creating personal, ongoing relationships with each of our clients, ensuring a personalized investment experience. For us, relationship management is just as important as wealth management.

Our specialties range from established corporate clients to families, business owners and institutions. Clients can trust in the consistency that we offer with our team and wealth management strategies. Your financial future is our focus, and through innovative investment consultation we help to realize and secure financial goals spanning multiple generations. 

We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.

We created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals. In addition, our site offers a wide variety of useful information, including calculators, articles, a portfolio tracker and more. 

 

 

Stonebridge Financial Group Advisors and Administrative Team