A complete list of active advisors currently associated with stonebridge wealth management llc

Warmer can help you find a great advisor at stonebridge wealth management llc or one who fits your needs even better.

Stonebridge Wealth Management serves individuals (including high-net-worth clients), trusts, corporations, partnerships, tax-exempt entities and other legal entities, managing roughly $283 million for about 288 clients through a small advisory team. The firm offers discretionary investment management, financial planning, and family-office/business consulting services and typically charges percentage-of-assets fees with a negotiable $500,000 account minimum. The firm constructs customized portfolios based on each client’s objectives, risk tolerance and financial circumstances, frequently using ETFs as core holdings and recommending separate account managers, individual securities and third‑party managers as appropriate. Stonebridge employs quantitative and qualitative analysis, third‑party research and technology platforms, conducts at least annual reviews, and acts as a fiduciary for retirement accounts where applicable. Noteworthy for its size, Stonebridge both sponsors a wrap fee program and discloses an affiliation with another registered investment adviser that offers a micro‑capitalization strategy, and it may refer clients to or transfer assets to that affiliated adviser (with separate fees disclosed). The firm also engages sub‑advisers and receives portions of advisory fees in some arrangements—conflicts it addresses through disclosures and by not charging overlapping Stonebridge fees on assets managed by the separate adviser.

To learn more about the advisors currently working at stonebridge wealth management llc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.