Building a Solid Foundation Toward Your Goals

Building a Solid Foundation Toward Your Goals

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.

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Investment Process

Investment Process

We offer a full range of investment and financial services. We provide customized methodologies to help our clients work toward their goals.

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 Client Process

 Client Process

We focus on effective communication, objectivity, and independent advice to address each of our clients’ unique needs.

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Operations Process

Operations Process

We strive to build long-lasting relationships with our clients, offering asset management education and guidance throughout all of life’s phases.

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Career Opportunities

Career Opportunities

Looking to sell or sunset your practice? Streamline your firm to reduce costs and increase business? Elevate your career? Check out our opportunities today.

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Are You Financially Independent? 

Are You Financially Independent? 

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.

SB Vision 

To help you meet your financial goals, answer questions about yourself and your future objectives in this short questionnaire. 

Create an Investment Plan

Risk Alignment 

Capture your risk tolerance and see if your portfolio fits you with this complimentary survey.

Free Portfolio Risk Analysis
Top Financial Videos of Interest

Top Financial Videos of Interest

RESOURCES

At Stonebridge Global Investments, our goal is your success. Below are some helpful resources to help you pursue your financial independence.

OUR TOOLS

We use technology-based tools to help align our clients’ financial goals with their specific volatility constraints and time horizons.

FINANCIAL CALCULATORS

Use our calculators to help you make informed  financial decisions. 

ARTICLES

A collection of hand-picked articles on topics such as investing, estate, retirement, taxes, income, lifestyle, insurance, and more. 

VIDEOS

Check out our selection of videos on timely financial topics.

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Client Centered

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"To Invest successfully over a lifetime does not require a stratospheric IQ, unusual business insight, or inside information.  What's needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework. You must supply the emotional discipline."

Warren Buffet

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