Stonebridge is focused on helping their client's grow their assets to provide for future generations.

A financial portfolio is more than a collection of securities and accounts – It is an investment to help individuals achieve their goals.

When individuals reach a certain level of financial wellbeing, priorities may shift from accumulating wealth to protecting it and planning for people and causes that can benefit from this success. Stonebridge is focused on helping their client’s grow their assets to provide for future generations. With our four-step consultative process, we provide a highly personalized investment strategy based on the disciplines of asset allocation and diversification. Once Stonebridge financial professionals have determined the most appropriate allocation to help clients meet cash flow and accumulation goals, they construct a portfolio based on our disciplined methodology of evaluating investment managers. Using a combination of institutional management, separate accounts, mutual funds, alternative investments and exchange traded funds Stonebridge is able to provide a highly customized investment strategy.

Our Process

Stonebridge Financial Group wealth management clients receive the following services and benefits:

  • Diversified portfolios with access to industry leading, separately managed accounts and mutual funds in one account
  • Periodic rebalancing to help ensure that the portfolio is consistently meeting goals and objectives
  • Tax management strategies to help minimize tax consequences of growth in the account
  • Detailed performance reporting that keeps clients informed of their investment portfolio’s performance at all times, with statements and online access
  • Ongoing account maintenance and monitoring market conditions help ensure retirement and wealth accumulation goals are on track
  • Proactive planning and review meetings to discuss life changes and the corresponding changes needed to align accounts

Stonebridge provides strategic planning with a proactive and personalized focus to help clients realize their financial goals.

Asset allocation, diversification and rebalancing do not guarantee a profit or protection against loss.

Have Questions? Please Contact Us.

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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