Helping Create Purpose and Fulfillment in Wealth

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. We act as your personal Chief Financial Officer. Working together, you'll receive comprehensive strategies and proactive recommendations to help you achieve your goals. As your personal CFO, we often manage our clients entire portfolio and help our clients navigate all of their critical financial planning decisions.

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.

On the fast track: Digital transformation in the era of COVID-19

The COVID-19 disruption has hammered home that necessity is the mother of invention. We asked Mark Mahaney, top-ranked internet analyst from RBC Capital Markets, what impact the COVID-19 crisis is having on the internet sector. Read the full economic outlook in the latest edition of Global Insight.

 

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Latest Insights

Close up on Doctor hand writing prescription

The resilient Health Care sector in an election year

We examine investment themes we think are supportive of the sector’s long-term growth prospects regardless of the policy environment.

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