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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our company

our company

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.

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our services

our services

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

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our approach

our approach

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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our tools

our tools

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

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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.

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.

ARTICLES

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

FINANCIAL CALCULATORS

Use our Financial Calculators to help you make informed financial decisions. 

VIDEOS

Check out videos of different financial topics. 

FINANCIAL STRATEGIES

Managing your money involves more than simply making and following a budget.

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Client Centered

The best way to stay on top of current financial topics

"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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