Building a Solid Foundation toward Your Goals

Stonebridge Global Investments is an independent wealth management firm that is a provider of asset and risk management solutions delivered with expertise and passion to a select group of companies, entrepreneurs, professionals, and families in the Silicon Valley and around the world. 

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our company

We are committed to building long-term relationships through effective communication, complete objectivity, independent advice, and building custom solutions to meet our client's needs. 

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our services

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

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our approach

We strive to build long-lasting relationships with our clients, offering asset management education and guidance. 

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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? 

At Stonebridge Global Investments we offer extensive analysis, investment products, and asset management that strive to outperform their benchmarks while effectively managing risk. We are dedicated to simplifying the complexities of the financial world and as your advocate, we strive to learn about your most valued goals and dreams.

Top Financial Videos of Interest

RESOURCES

At Stonebridge Global Investment our goal is your success. Below are some helpful resources to help you seek your financial independence.

ARTICLES

A collection of hand picked articles. Articles of Investment, Estate, Retirement, Tax, Money, Lifestyle and Insurance. 

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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"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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