Advocating for families and entrepreneurs in the world of financial planning since 2009
Stonebridge Wealth Management, Ltd., Co. offers fee-only comprehensive financial planning and wealth counsel services for individuals, families, small business owners and entrepreneurs. Our highly disciplined approach to market evaluation and risk management have enabled us to design a process that uncovers your full range of financial needs; From wealth creation to protecting and preserving your legacy.
Because we are an independent fee-only firm, we have no ties to any large Wall Street firm. You receive advice unblemished by any conflicts of interest. We are free to make the most suitable recommendations to help you meet your financial goals.
23 Cleveland Street, Suite B
Greenville, SC 29601
Areas of Practice
The world of finance is ever growing and evolving, and we’re not just talking about the next hot stock tip. With the fast changing life style, or the need to slow it down, the opportunity for understanding and clarity, you need a direction that is tailored to you. That’s where we come in.
Astute management of your investments over time is essential to helping you achieve your financial goals. As part of our investment consulting process, we create a personalized investment plan tailored to your specific needs and risk tolerance.
Depending on your stage of life your financial assets may consist of a wide rage of properties, hard assets and other investments that need attention to continue to grow. We work with you to incorporate and manage a strategy going forward.
Some times life take a turn or you realized that life is not where it need to be. Knowing how to handle debt and your assets can be daunting. Having a strategy is key, some times it is the foundation to having a bright future.
The small business marketplace is still a new and fierce frontier that requires advice from advisors who are deeply entrenched in the particularities of employee benefits and wealth council. Our firm gives you an holistic approach, so your company can get the best competitive advantage.
When it comes to mapping out your financial future, you are not heading down the same path as the previous two generations. You are looking for someone who can be a coach and can collaborate with you on what you should be doing, and we get that.
Use the form below to contact us regarding your financial enquiry. Please be as detailed as possible. To help us best service your enquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment.
For job opportunities, please email us your resume. We’re always looking for new and exceptional talent to lead the firm into uncharted fields of practice.