Your Unique Life
Our Guided Approach
About Stonebridge
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
Lori McGonagle
Client Relationship ManagerNick Dalessandro
Senior Associate, Asset ManagementKaela Frenchman
Associate, Asset ManagementEvan Coffey
Associate, Asset ManagementFlorida Office
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
Certified Financial Planner®
AIF®
Technology Suite
Insights
Economic & Market Report: It Takes Time
Latest
Economic & Market Report: 2024 Election Results – Market Impact
Economic & Market Report: The Heat Is On
Economic & Market Report: Stocks Don’t Care Who Wins
Economic & Market Report: Silver and Gold
Economic & Market Report: Rekindling the Flames
Economic & Market Report: Theory of Market Relativity
Contact Us
Florida Office
3837 NW Boca Raton Blvd.Suite 100
Boca Raton, FL 33431