Anthony Trias

At Stonebridge Financial Group, we believe that every individual and organization deserves a tailored approach to achieving their financial goals. That's why our team of Private and Corporate Investment Fiduciaries, financial planners, and insurance professionals is dedicated to providing a full spectrum of corporate and private wealth management services. Our commitment to providing strategic financial services encompasses every step from the creative design and implementation process to ongoing client support, resulting in an exceptional degree of client service.

Our Services

We understand that every client has unique needs and objectives. That's why we offer a comprehensive range of services designed to help individuals and organizations achieve their financial goals. Our services include:

• Retirement Plan Consulting: We help businesses create and manage retirement plans that are tailored to their specific needs and goals.
• Executive Benefit Plans: We design and implement executive benefit plans that help attract, retain, and reward top talent.
• Corporate Risk Management: We help businesses identify and mitigate risk through strategic planning and implementation of risk management strategies.
• Business Succession Planning: We work with business owners to create customized succession plans that ensure the continuation of their business.
• Employee Health and Wellness Benefits: We help businesses create and implement employee health and wellness benefits that promote a healthy and productive workforce.
• Financial & Retirement Planning: We work with individuals to create personalized financial plans that help them achieve their retirement goals.
• Wealth Management: We provide comprehensive wealth management services that include investment management, risk management, and estate planning.
• Risk Management & Insurance Planning: We help individuals and businesses identify and mitigate risk through strategic planning and implementation of risk management strategies.
• Financial Analysis for Divorce: We provide financial analysis and planning services for individuals going through divorce.

Our Team

Our team of experienced financial professionals is dedicated to providing exceptional service and guidance to our clients. We take the time to understand our clients' unique needs and goals, and we work closely with them to develop customized financial plans that help them achieve their objectives.