What Makes Us Different
With our alliance with both Private Advisor Group and LPL Financial, we are able to offer clients both Registered Investment Advisory Services as well as Brokerage Services. As an Investment Advisor Representative of Private Advisor Group, we have a fiduciary responsibility to put our advisory client's interests first. We manage client wealth with complete transparency.
About StoneBridge Wealth Management, LLC
StoneBridge Wealth Management, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We believe we provide the most personal service available. For each of our clients we strive to help create financial confidence & independence. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff cares about you and your family. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuit dreams.
About Private Advisor Group
StoneBridge Wealth Management, LLC Advisors has a fiduciary responsibility to our advisory clients as an Investment Advisor Representatives of Private Advisor Group. Private Advisor Group is a nationwide network of advisors founded on integrity, standards of professionalism and a commitment to addressing client needs. Private Advisor Group advisors are their own business owners, empowered to make decisions on a local level and on an individual client basis. Our advisors offer a wide variety of comprehensive financial planning services for all stages of your financial life.
With no proprietary product or quotas, our advisors offer access to a broad universe of products and services from different companies to address unique client needs. You can feel confident that your Private Advisor Group advisor has the access to comprehensive research, infrastructure and support systems that allow them to focus on what they do best: managing your financial life.
For more information about Private Advisor Group, visit www.privateadvisorgroup.com.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets they serve,*supporting nearly 29,000 financial advisors, and approximately 1,100 institution-based investment programs and 570 independent RIA firms nationwide. They are steadfast in their commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, LPL takes care of their advisors, so they can take care of their clients. For more information about LPL Financial, visit www.lpl.com.
*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2025); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.