Stamford Bridge Wealth Management LLC

The firm provides discretionary asset management primarily to individual and high-net-worth clients and includes financial planning as part of its service offering at no additional charge. As a single-adviser practice managing about $19.4 million across 29 client relationships, the firm focuses on customized portfolio management rather than institutional or wrap-fee programs.

The investment process is client-tailored: objectives, time horizon and risk tolerance are documented and used to guide portfolios that may employ fundamental equity analysis, long-term holdings, trading, options and, where appropriate, margin. Operationally the adviser requires use of a specified custodian (Charles Schwab), deducts fees directly from client accounts, and manages accounts separately rather than aggregating trades.

Notable features relative to peers include the principal’s CFP certification and a background combining military leadership, an MBA and prior roles at both a regional bank and a larger registered investment adviser, which inform the firm’s approach. The firm does not impose an account minimum, is deemed to have limited custody because of fee deductions and third‑party standing letters of authorization, and does not vote client proxies (clients receive and vote their own proxy materials).