Stonebridge Global Investments is an independent wealth management firm. We deliver customized asset and risk management solutions to individuals, families, entrepreneurs, and companies looking to grow. Based in Silicon Valley, we work with clients locally and remotely.
We are committed to building long-term relationships through effective communication, objectivity, and independent advice. We pride ourselves in building custom solutions to address each of our clients’ unique needs.
We offer a full range of investment and financial services. We provide customized solutions to help our clients work toward their goals.
We strive to build long-lasting relationships with our clients, offering asset management education and guidance throughout all of life’s phases.
We use technology-based tools to help align our clients’ financial goals with their specific volatility constraints and time horizon.
At Stonebridge Global Investments, we are dedicated to simplifying the complexities of the financial world so you can pursue your definition of financial independence.
We offer extensive analysis, investment products, and asset management strategies that strive to outperform benchmarks while effectively managing risk. As your advocate, we take time to learn about your most valued goals and dreams.
At Stonebridge Global Investments, our goal is your success. Below are some helpful resources to help you pursue your financial independence.
A collection of hand-picked articles on topics such as investing, estate, retirement, taxes, income, lifestyle, insurance, and more.
Use our Financial Calculators to help you make informed financial decisions.
Check out videos of different financial topics.
Managing your money involves more than simply making and following a budget.
The best way to stay on top of current financial topics
Let us know how we can help you work toward your financial goals.