Stonebridge Wealth Systems, LLC

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About Stonebridge Wealth Systems, LLC

Stonebridge Wealth Systems is an independent wealth management firm dedicated to helping individuals and families navigate to and through retirement with confidence. Through our Retirement Compass Process, we provide personalized guidance across income, investment, tax, healthcare, and legacy planning. We believe lasting financial strategies are built on lasting relationships, taking the time to understand each client's goals, values, and vision for the future so we can serve as a trusted partner for every stage of retirement.

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General Information

Firm Start Year

2012

No. of Employees

10-19

Firm CRD#

327894

Name of Custodial Firm

Fidelity Investments & Charles Schwab

Work with the following types of clients

Individual Investors

Advisory Services Provided

Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Portfolio Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Life, Health, Annuity

Firm Information

Firm's Number of Clients

Assets Managed by Firm

$357 Million

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

Disclaimer

Investment advisory services are offered through Stonebridge Wealth Systems, LLC (SWS or Stonebridge), an SEC Registered Investment Advisor. SEC registration does not constitute an endorsement of Stonebridge by the SEC, nor does it indicate that Stonebridge has attained a particular level of skill, training, or ability. Insurance products and services are not offered through SWS but are offered and sold through individually licensed and appointed agents. The information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Stonebridge Wealth Systems, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency. Securities offered through World Equity Group, Inc., Member FINRA/SIPC. Investment advisory services offered through Stonebridge Wealth Systems, LLC, a SEC Investment Advisor. Stonebridge Wealth Systems, LLC and World Equity Group are separate entities and are not owned or controlled by World Equity Group, Inc.

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