At the Stonebridge Group, we are committed to empowering clients to navigate their wealth journey with purpose, clarity, and fulfillment. Passionate about multigenerational wealth, we forge lasting relationships with families and business owners to help strategically plan, grow and preserve their assets. Our guidance helps offers peace of mind in navigating life's complexities, providing a solid foundation to pursue their passions across generations.
Rooted in the disciplined leadership of Rob and Cary, both former U.S. Army officers, we bring a meticulous and principled approach to wealth accumulation, retirement and legacy planning. Our strategic counsel helps ensure clients stay focused on their long-term aspirations, undeterred by market volatility. It is our honor and privilege to serve our client families with unwavering dedication and service.
We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.
Read more in Global Insight Monthly
Learn more about the Stonebridge Group
Through RBC Echelon, we provide business owners, corporate executives and wealthy families customized strategies and bespoke solutions to grow, preserve and make an impact with their wealth over generations. It's where your wealth takes you that matters, and RBC Echelon understands that being wealthy is only the beginning.
The OBBBA will reduce charitable tax breaks for high-income donors starting in January. Here's how to prepare before year-end.
