At Stonebridge, we believe it is one thing to help someone achieve greater success, it’s quite another to enjoy a life of significance.
We help our clients do both.
Stonebridge is a leading provider of innovative life and wealth solutions, bringing nearly two decades of experience to help high-profile artists, entertainers and athletes create, manage and sustain wealth through our multifamily investment office.
We offer a holistic approach to wealth management, helping our clients define success and significance on their terms by focusing on comprehensive strategies that increase the probability of success and generational preservation of wealth.
Our objective is not only for our clients to achieve their greatest career potential, but to ensure their wealth is maximized and protected.
Our advisory team emphasizes close collaboration, and through a systematic goals-based approach, works to ensure that all plans and services are appropriate, aligned and integrated into the clients long-term future objectives.
We are here to provide high-touch, high-trust service that fortifies peace of mind while safeguarding, sustaining, and growing the wealth of our exceptional high net worth clients.
Company Overview:
• Independent, fee-only registered investment adviser.
• Fiduciary standard of care.
• Focused on artists, entertainers, and athletes
• By referral only.
Stonebridge Wealth Management: Turn Success Into Significance ™
Company Details
- Employees
- 6
- Founded
- -
- Address
- 2100 W End Ave,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- stonebridgeadvisers.com
- Keywords
- Integrated Wealth Planning, Investment Management, Oversight of Fiduciary Services, Risk Management and Asset Protection, Assistance with Strategic Philanthropy, Lifestyle Services, Multi-generational Education, Family Continuity and Governance.
- HQ
- Nashville, Tennessee
Stonebridge Wealth Management Questions
Stonebridge Wealth Management's website is stonebridgeadvisers.com
Stonebridge Wealth Management's LinkedIn profile is https://www.linkedin.com/company/stonebridge-wealth-management
Stonebridge Wealth Management has
6 employees.
View email and phone details for 6
employees at Stonebridge Wealth Management.
Stonebridge Wealth Management's industry is
Financial Services
Stonebridge Wealth Management's top competitors are
Music Row Capital Partners,
Darda Financial,
Noctua International Wmg, Llc,
Woodmont Investment Counsel,
Bodnar Investment Group, Inc.,
Ads Data Direct,
Cresset,
Arlington® Family Offices,
Griffin Family Partners, Llc,
Music Row Wealth Management.
Stonebridge Wealth Management's categories are Financial Services
Stonebridge Wealth Management's founding year is 2002
