StoneBridge Wealth Management, LLC

Stonebridge Wealth Management provides discretionary investment management and financial planning for individuals, high‑net‑worth individuals, trusts, and retirement plans. The firm also advises on certain non‑custodied products—such as variable life and annuity contracts when permissible—and consults on estate, tax, college, business‑sale and retirement plan design matters.

The firm’s investment approach is rooted in Modern Portfolio Theory and emphasizes long‑term, buy‑and‑hold allocations implemented primarily with passive and evidence‑based mutual funds and ETFs, with a notable reliance on Dimensional Fund Advisors funds. Stonebridge documents client objectives in written investment policy statements, uses Monte Carlo simulation and portfolio‑allocation software, and routinely uses third‑party managers (including Focus Partners Advisor Solutions and dedicated fixed‑income managers) for sub‑advisory and model portfolio execution.

What is distinctive about the firm is the combination of a relatively large asset base (approximately $134.6 million managed on a discretionary basis) concentrated across a small client roster and an operating model that blends in‑house advisory oversight with outsourced sub‑advisory and back‑office arrangements; the firm has also entered a formal succession agreement with Focus Financial Partners. Stonebridge does not accept proxy‑voting authority for client securities and commonly operates with custodial and execution arrangements (including access to services through Fidelity Institutional programs and Focus Partners) that provide research and practice‑management support alongside trade execution.