Stonebridge Capital Advisor

Our Story

At Stonebridge Capital Advisors, our mission is to provide comprehensive wealth management and investment solutions to our clients. With a commitment to respect, integrity, and trust, we strive to deliver personalized services that cater to the unique needs of each individual, family, and institution. Our team of experienced professionals takes a client-led approach, partnering with you to understand your goals, values, and objectives.

Our Services

We offer a range of services designed to help you navigate the complexities of wealth management and investment planning. Our investment management services provide diversified, customized portfolios tailored to meet your specific needs and restrictions. Our wealth management services take a holistic approach, helping you navigate the various stages of wealth accumulation, preservation, and distribution. Additionally, we provide institutional advisory services to non-profits, insurers, and corporations, offering customized investment management and advisory solutions.

Separately Managed Account Management

Our separately managed account management services provide investment solutions, tailored support, and extensive resources to our advisory partners. This enables them to achieve their clients' financial goals with confidence. We understand the importance of trust and partnership in our relationships, which is why we prioritize building strong, long-term connections with our clients and partners.

Community Partnerships

At Stonebridge, we believe in giving back to our community. We form committed partnerships with local organizations, making a meaningful impact on the lives of those around us. We believe that being part of a healthy, thriving community is essential, and we strive to make a positive difference through our community partnerships.

Education and Resources

We understand the importance of education and resources in making informed decisions about your financial future. That's why we provide an exclusive collection of educational and informative resources, featuring topics on investment and wealth management, economic and market research, and more. Our goal is to empower you with the knowledge and tools you need to achieve your financial goals.

About Our Team

Our team of experienced professionals is dedicated to providing exceptional service and expert guidance. With a deep understanding of the complexities of wealth management and investment planning, we take a collaborative approach to help you achieve your financial objectives.