"Forever Home”, “Early Retirement”, “Legacy”… Since every client has unique dreams, Stonebridge creates custom financial plans to help make them a reality.
Stonebridge helps clients chart a course to their financial freedom. While many large financial institutions are eager to offer investment advice and products, Stonebridge takes a comprehensive and custom approach to financial and risk management planning.
Understanding clients’ goals is the first step. Stonebridge financial professionals take the time to interview clients about their immediate and long-term objectives in order to develop tailor made investment strategies with close attention to tax implications and risk tolerance. Stonebridge supports the financial planning process with estate planning and insurance strategies that help clients achieve their goals and protect their legacy.
There are many changes in life that can warrant major financial adjustments, such as starting a family, changing careers, selling a business, divorce or retirement. Stonebridge revisits clients’ investment strategy and asset allocation regularly to account for changes in market conditions, risk tolerance, and personal circumstances.