A complete list of active advisors currently associated with Stonebridge Wealth Systems LLC
Warmer can help you find a great advisor at Stonebridge Wealth Systems LLC or one who fits your needs even better.
Stonebridge Wealth Systems LLC provides discretionary asset management, financial planning and consulting, and limited-scope ERISA 3(21) fiduciary services to individuals, high net worth clients, trusts and retirement plans. The firm also places client assets with sub-advisors and third-party managers and offers ongoing plan support and participant education for qualified retirement plans. Stonebridge bases portfolios on clients’ stated goals, time horizons and risk tolerance and may implement strategies through a mix of in-house management and outsourced managers; it reviews sub-advisors’ philosophies, holdings and performance as part of ongoing oversight. The firm uses several analysis methods (including fundamental, technical, charting and modern portfolio theory) and retains discretion to hire or terminate sub-advisors and TPMs to align portfolios with client objectives. Notably, Stonebridge—founded in 2023—relies heavily on an outsourcing model and discloses that it receives ongoing fee-sharing and referral payments from third-party managers and promoter agreements, and that some advisors receive external compensation as insurance agents and registered representatives, conflicts the brochure describes and discloses procedures to mitigate. The firm also does not vote client proxies and requires the use of particular custodians, practices that differ from many peers and are addressed in its disclosures.
To learn more about the advisors currently working at Stonebridge Wealth Systems 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.
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