510 22nd Avenue East
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 and objectivity.
StoneBridge Wealth Management, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial 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 truly 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.
StoneBridge Wealth Management, LLC Advisors has a fiduciary responsibility to our advisory clients as an Investment Advisor Representative's 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, yet backed with the breadth, depth and long-standing heritage of LPL Financial, the nation’s largest independent broker/dealer in the nation.* 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. Our infrastructure affords clients streamlined solutions with fewer administrative fees. 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.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.
* As reported in Financial Planning magazine 1996-2018, based on total revenues.