At Stonebridge Capital Management, we believe in providing our clients with exceptional customer service while providing personalized financial and investment planning. Investing is not simply a series of transactions, but an ongoing relationship which creates solutions as individual and unique as you.
Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. As a firm, our focus is to understand your goals and develop a plan to reach them. From here, we will plan regular meetings with you to assess the progress toward your goals. We will continually monitor your plan to ensure it meets your changing needs. We will consider important milestones such as major purchases, marriage, children, education, and retirement.
We have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on investment, tax and estate planning laws to provide you with the best financial advice for your particular situation.
We invite you to learn more about us, talk with us, join us and grow with us. All of our advisors offer a complimentary review of your financial picture to determine how you may benefit from Stonebridge Capital Management’s services. Call or email us today to start building your bridge to financial success.