There is nothing better than a face-to-face meeting to get to know someone. A conversation about you—your history, your family, your goals and desires—is the starting point to getting to know and serve you, our client. In fact it's the starting point for most of what we do. Whether its managing your portfolio or planning for your retirement and beyond, we need to know who you are, what you are like, what you want to accomplish, and more, in order to serve you well.
That's why it's all about you!
Find out if your "risk number" fits the "risk number" of your portfolio and if either of them are actually what you need! You may just find you have the "wrong" portfolio!
With close to 100 years of collective business experience, we are here to actively listen to our clients’ goals and work diligently in house or with outside industry experts to design and implement specific plans.
401k plans, individual retirement accounts, rollovers can all seem confusing. Don't let the confusions turn into complacency. Let us help you fully understand your options and put an actionable plan to work for you.
We charge a flat rate on the assets we manage, eliminating the conflict that comes with a commission-based fee structure. When you do better, we do better.
Want to learn more about retirement, social security, or estate strategies? Check out the wealth of resources that are available to you, in addition to our monthly "Notes from Stone Bridge".
A name is everything. It's your identity, telling everyone what you are all about.
Stone Bridge Asset Management takes its name from the Charles Bridge in the center of historic Prague, Czech Republic. The Charles Bridge (seen in the background) has adorned the Prague landscape for over 600 years, and has also been called the "Stone Bridge". it was built to last, and despite wars, floods, political upheaval, and the like, it has been providing its critical service reliably throughout the years. Beyond its reliability, the Charles Bridge is also known for its architectural beauty--it is a place where couples like to stroll on a pleasant spring day. We aim to be as successful as the "Stone Bridge" in combining lasting, reliable solutions with a relationship that our clients enjoy. Whatever your personal journey, Stone Bridge is here to take you across the financial divide.
This old Stone Bridge symbolizes what we strive to be for our clients: our clients' most valuable asset.