Services

Our mission is to prepare you for retirement and preserve wealth by providing sound financial advice and managing risk all along the way.

Stonebridge Wealth Management specializes in helping a select group of people retire comfortably and remain comfortably retired. This selectivity allows us to provide unsurpassed service, giving each client the time and attention they not only need, but deserve.

As Retirement Income Planning specialists, we use a comprehensive wealth management process to provide a customized retirement income plan unique to each client’s specific situation.

Retirement Income Planning

Our experience in all aspects of finance and investing gives us an in-depth understanding of how to successfully fulfill the needs of an effective retirement plan. We follow a comprehensive process and strategy designed to provide you with the money you need to retire with the lifestyle you desire. We review and analyze various retirement income strategies and options available in order to develop a plan of action. Once a plan is in place it is executed and constantly monitored by our staff and adjusted accordingly to ensure that your financial goals are met.

Investment Management

By identifying your unique goals, we work with you to design a cohesive and measurable investment program to meet your objectives for the life you want to live—and not simply shooting for the largest returns. Portfolio management starts with a custom designed financial strategy taking into account your risk tolerance, cash flow needs, tax considerations, time horizons and any other relevant issues going beyond typical one-dimensional goals—working with your tax and legal advisors at every step–to ensure a continual focus on your financial independence.

Tax Distribution Strategies

Our dedicated, experienced team of professionals specializes in a spectrum of financial planning, including tax strategies, to work on your behalf toward an all-encompassing financial plan to help you maximize your assets now and for future generations. Our team can advise on various strategies — reducing income, increasing deductions, leveraging credits, and increasing withholding — always mindful that minimizing taxes is never an end in itself, but rather is a means to help maximize your returns.

Legacy Planning

Your income is doing a double duty job; it is providing today’s necessities as well as serving as the foundation for your future financial planning. As long as you have the ability to earn an income, you are able to accumulate assets. We provide a complete analysis of family income means in the unforeseen loss of current and future income as well as estate planning, ensuring the efficient transfer and protection of wealth for future generations.

Our mission is to prepare you for retirement and preserve wealth by providing sound financial advice and managing risk all along the way.

Retirement Income Planning

Investment Management

Tax Distribution Strategies

Legacy Planning

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