CONNECT

Address:

602 North Front Street
Wormleysburg, PA 17043

Phone:

717-736-7007

Fax/Other:

717-761-6127

Wealth Advisory Process for Individuals and Families

Individuals and their families have a unique combination of assets, risk tolerance and personal feelings toward wealth.  That's why Stonebridge Financial Group focuses on helping successful individuals, families, business owners and institutions develop and implement integrated financial strategies.  We build long-term client relationships based on the qualities of trust, integrity and mutual respect.

We create custom wealth management strategies following a disciplined advisory process.  This process is an important component when making informed wealth management decisions and counteracting emotional responses to fluctuating capital markets.  By adhering to a carefully selected strategy that is based on your lifestyle and financial needs, we can help you stay on track.

Step 1.  Understand Your Goals

We conduct a personal interview with you to review your goals, objectives, risk tolerance, time horizon and relevant financial information needed to develop your custom wealth management plan.  If appropriate, we will consult and coordinate with your other professional advisors, including your attorney and tax advisor, to understand all pertinent details of your financial circumstances.1

Step 2. Develop a Plan

Our second step is designed to make sure we have a shared vision of your values and priorities.  At this point, we will prepare a comprehensive presentation in one easy-to-digest report.  We encourage you to ask questions and confirm our interpretation of your financial goals.  Once this is complete, we will finalize and propose specific recommendations for your approval.

Step 3. Implement Recommendations

Upon approval of our recommended strategies, we will execute the recommendations based on your customized plan.

Step 4. Ongoing Review

Wealth Management plans require ongoing maintenance to ensure optimal performance and achievement.  We will review your plan with you regularly and modify it as necessary based on changes in the markets, your personal circumstances, or changes in the tax or legal environment affecting your financial situation.


Comprehensive Family Wealth Management Products and Services

Asset Management

  • Fee-Based Asset Management Services
  • Alternative Investments
  • Asset Allocation Analysis
  • Risk Reduction Strategies
  • Education Planning - 529 Education Savings Plans

Liability Management Services

Retirement Income Strategies

  • IRA Planning Strategies
  • Annuity Income Strategies
  • 401(k) & Pension Optimizations
  • One-Person 401(k) and Self-Employed Plans

Risk Management2

  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance

Estate Investment Planning Services

  • Multi-Generational Estate Preservations
  • Asset Preservation Planning
  • Charitable Gifting Strategies

 

1Wells Fargo Advisors is not a tax or legal advisor.

2Insurance products are offered through insurance agency affilates of Wells Fargo & Company, and underwritten by unaffiliated insurance companies 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals