Personal Wealth Management

Let your money enhance your life

Use our services designed to maximize and preserve your wealth

Whether you are looking to create, preserve, or pass on wealth, we use a consultative approach to manage your entire financial picture. We create a customized investment plan that is designed to help our clients keep more of what they earn through conservative and tax-efficient investment management. Our credentialed team offers a unique perspective from a variety of backgrounds including municipal finance, engineering, payroll, institutional money management, and tax preparation to name a few.

We can assist you with:

  • Retirement Planning
  • College Planning
  • Risk Transfer or Insurance Planning
  • Estate Planning
  • Charitable Giving
  • Investment Management

Schedule a Discovery Meeting!

A complimentary discovery meeting allows us to discuss your needs and determine how we can help.

  • This field is for validation purposes and should be left unchanged.

By clicking this link you are leaving our website and entering into a website owned and controlled by an unaffiliated third party. Stonebridge Financial Group does not monitor, endorse or accept responsibility for the content of the third party's website. These links are being provided strictly as a courtesy.

Because the content of websites changes frequently, Stonebridge Financial Group makes no representation as to the completeness or accuracy of information provided. Stonebridge Financial Group is not responsible for any technical or system issues, or any consequences arising out of your access to, or your use of, third-party technologies, sites, information or programs made available through another site.