Our Services

At Stonebridge Capital Management, our mission is to provide comprehensive financial planning solutions and investment strategies designed to help our clients achieve their unique goals. Working together with our clients and in coordination with their other financial professionals, we offer the following services:

Personalized Financial Planning

  • Examine your current financial situation
  • Develop and prioritize your goals
  • Analyze assets, liabilities, and contributions to determine if you are “on track”
  • College education planning

Investment and Wealth Accumulation Planning

  • Review and evaluation of current investment accounts
  • Assess risk tolerance and time horizons
  • Determine appropriate asset allocation

Income Tax Analysis

  • Review of tax return
  • Consider benefit of tax-managed investments
  • Consultation with client accountant

Retirement Income and Distribution Planning

  • Review company pension, profit sharing, 401(k) plans
  • Maximize Social Security retirement benefits
  • Cash flow planning, tax-managed distribution strategies

Estate Planning and Wealth Transfer Strategies

  • Review wills, trusts, asset titling, and beneficiary elections
  • Coordinate with client’s attorney to create/update estate plan
  • Consider wealth transfer strategies

Additional Services and Communication

  • Periodic client review meetings
  • Online client access to account information
  • Website Educational Center – Articles on financial topics, calculators

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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