Mission Statement
We are committed to helping our clients create purpose and fulfillment in the wealth they have created. The Stonebridge Group serves a wide variety of clients, which include business owners, entrepreneurs and senior executives. Working together, you'll receive comprehensive strategies and proactive recommendations to help you achieve your goals. We manage our clients investment portfolio and help our clients navigate all of their critical wealth planning decisions.
These critical decisions include our group proactively working alongside our business owner clients bringing together the resources and capabilities to methodically plan, develop and execute your exit/transition planning strategy. The Stonebridge Group leverages our experienced team and resources of attorneys, investment bankers, CPA's, business valuation and insurance solutions to structure a successful transaction to meet our clients needs and objectives.
The Stonebridge Group brings a unique perspective of dedication and service. Rob and Cary both served as United States Army Officers which has driven a disciplined based financial approach to the clients we serve. Our disciplined approach extends from the initial discovery meeting, through creating a personalized investment strategy designed with your goals in mind.
We believe that it is an honor and privilege to serve our clients and to help them create purpose and fulfillment in their wealth.
