Whether the company is privately held, family-owned, or publicly traded - Stonebridge Financial works with an organization to present a wide range of tactics to help ensure a smooth transition of interests.

Business owners should have a qualified and experienced financial professional to assist them in their business succession planning. To secure the legacy of a business, the first step is to build a sound strategy.

Stonebridge begins with a comprehensive financial and estate plannng strategy. Once completed, an implementation strategy is developed to help the business owner and all of the individuals involved. Whether the company is privately held, family-owned, or publicly traded – Stonebridge Financial works directly with an organization’s accountants and attorneys to present a wide range of tactics to help ensure a smooth transition of interests:

  • Outright gift
  • Estate discounting mechanisms
  • Installment sale
  • Grantor retained annuity trusts
  • Private annuities
  • Self-canceling installment notes
  • Buy-Sell Agreements
  • Key person Insurance
  • ESOP
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Stonebridge Financial Group’s commitment to providing strategic financial services encompasses every step from the creative design and implementation process to ongoing client support – resulting in an exceptional degree of client service.

Corporate Wealth Management

Private Wealth Management

Special Needs Planning

About Us

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Stonebridge Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG-5461282 (07/23) (Exp. 07/27)

For New York State Clients: New York State Executive Order | Extension of Grace Period, Waiver of Fees, Extension of Other Contractual Deadlines for hardship related to Covid-19

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