Your Unique Life
Our Guided Approach
Forward-Thinking Independent Financial Advice
About Stonebridge
Our job is to simplify your financial life through sound investment management and financial planning.
We listen to you, so
we can learn about you.
We want to know the details of your financial situation and the goals you envision for the future. We will analyze your assets, your cash flow needs, and your balance sheet. We will develop a strategy for you, review it with you on a regular basis, and adjust it as necessary given changing circumstances.
Our Team
We are a team of diverse, dedicated, service-oriented, thoughtful, goal-achieving problem solvers.Pennsylvania Office
Florida Office
Our investment and planning processes are meant to be straightforward. We want you to understand what we are doing and why. When there are issues, we will offer solutions.
Our Approach
We believe in the core investment tenets of asset allocation, diversification, and a long-term perspective.
Investment Management
Our approach to investment management is based on a long-term perspective knowing that markets can be volatile, but that they tend to do well over fixed periods of time. We utilize individual stocks and bonds, mutual funds, and exchange-traded funds. We choose our investments through in-depth analysis from independent third-party research departments, and through our own process.
Financial Planning
We are fiduciaries and we have Certified Financial Planners® on our team. We use goals-based objectives to help you reach your financial goals. This is the pathway to understanding your finances and setting a plan to guide you to reach your goals.
Retirement Planning
Retirement planning is a subset of financial planning that focuses on getting you to your retirement goals. We use goals-based objectives to help you reach the level of lifestyle you seek in retirement.
Risk Management
Guiding you to reach your goals involves the understanding of risks that are implied in your life and your investments. We analyze risk from all angles and inform and educate you on how risk may affect your goals.
College Planning
We understand the challenges of sending children to college today. College expenses have skyrocketed over the past 20+ years. We will help you plan for college costs whether your child is a newborn or heading off next year.
Foundations and Donor Advised Funds
Charitable giving is an excellent way to help others and for you to mitigate your tax exposure. We can manage a family foundation and/or a Donor-Advised fund through any of our custodians.Our Difference
At Stonebridge, we provide investment management that is specific to your goals, your time frame and your risk tolerance.
Certified Financial Planner®
In addition to competing a comprehensive financial planning curriculum approved by the CFP® Board, candidates must have a bachelor’s degree (or higher) in any discipline to become certified. Once certified, CFP® professionals are required to complete continuing education coursework, including a CFP Board approved ethics course, to ensure their competence in financial planning.
AIF®
Accredited Investment Fiduciary® (AIF®) Designation training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests while successfully growing their business. Advisors who complete the training are eligible to earn the AIF® Designation and are able to demonstrate the added value they bring to prospective and existing clients.
Technology Suite
Stonebridge Wealth Management is built for scale utilizing a best-in-class technology stack – using the best technology available allows us to better serve our clients. Our customized technology solution increases communication, allows for the development of better relationships, provides easy access to electronic information, enables electronic document storage and access, and much more.
Insights
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Contact Us
Florida Office
3837 NW Boca Raton Blvd.Suite 100
Boca Raton, FL 33431
info@sbridgewealth.com
(954) 228-8106
Professionals associated with Stonebridge Wealth Management may either be (1) registered representatives with, and securities offered through LPL Financial, member FINRA/SIPC and offer investment advice through Great Valley Advisor Group, a registered investment advisor; or (2) solely investment advisor representatives of Great Valley Advisor Group, and not affiliated with LPL Financial. The LPL Financial registered representative(s) associated with this site may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offer may be made or accepted from any resident of any other state.