STONEBRIDGE CAPITAL MANAGEMENT INC. is a leading financial advisory firm that helps clients achieve their financial goals through expert guidance and personalized solutions. With years of experience and a team of seasoned professionals, STONEBRIDGE CAPITAL MANAGEMENT INC. provides comprehensive financial services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
• Offers personalized financial solutions tailored to each client’s unique needs
• Provides expert guidance and advice on investment strategies and portfolio management
• Helps clients navigate various financial goals, such as retirement planning, education funding, and wealth preservation
• Utilizes cutting-edge technology and tools to analyze and monitor portfolios
• Offers comprehensive financial planning services to help clients achieve long-term financial success
Facts and Insights:
STONEBRIDGE CAPITAL MANAGEMENT INC. was founded in 2005 and has grown to become a top financial advisory firm with $1 billion in assets under management. With a team of 15 advisors, STONEBRIDGE CAPITAL MANAGEMENT INC. has expertise in various areas of financial planning and investment management.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 15 | $1 billion |
Financial Services Offered:
• Investment management
• Retirement planning
• Wealth management
• Estate planning
• Tax planning and preparation
• Insurance services
• Education planning
• Charitable giving
Client Types:
STONEBRIDGE CAPITAL MANAGEMENT INC. serves a diverse range of clients including high-net-worth individuals, families, and business owners. From young professionals just starting their financial journey to retirees looking to preserve their wealth, STONEBRIDGE CAPITAL MANAGEMENT INC. offers personalized services for all stages of life.
Fees & Compensation:
STONEBRIDGE CAPITAL MANAGEMENT INC. operates on a fee-only basis, which means they do not receive any commissions or compensation from the sale of financial products. The firm charges a percentage of assets under management as their fee, ensuring their interests are aligned with their clients’ goals.
Background:
The team at STONEBRIDGE CAPITAL MANAGEMENT INC. consists of highly experienced financial professionals with a range of designations such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They are committed to providing unbiased, objective advice to their clients and continuously stay updated on the latest financial trends and strategies.
Financial Advisor Disclosures to Know:
STONEBRIDGE CAPITAL MANAGEMENT INC. has a clean record with no disciplinary actions or disclosures. This is a testament to their commitment to ethics and integrity in all aspects of their business.
In conclusion, STONEBRIDGE CAPITAL MANAGEMENT INC. is a highly reputable and respected financial advisory firm that prides itself on personalized solutions, expert guidance, and a commitment to their clients’ success. With a strong track record and a team of professionals, clients can trust STONEBRIDGE CAPITAL MANAGEMENT INC. to help them achieve their financial goals.