What's On Your Mind?
We've updated our Video Resources section with a replay of our August 2023 Zoom event "What's On Your Mind" where we answer 13 questions from our clients and friends. Please see important disclosures below the video. Open in Youtube to see an index of timestamps and topics.
This video is a general communication being provided for informational purposes only. It is not designed to be taken as advice or a recommendation for any investment, legal, or tax strategy. You should consult your own investment, legal, or tax advisor for guidance on relevant matters. This material does not contain sufficient information to support an investment, legal, or tax decision and it should not be relied upon by you in evaluating the merits of any strategies. Any examples provided are for informational purposes only and are not intended to be reflective of actual results nor indicative of any particular client situation. Any forecasts, figures, opinions or investment techniques and strategies set out are for information purposes only, based on certain assumptions and current market conditions and are subject to change without prior notice. All information presented herein is based on information we and any other presenters believe to be reliable, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted. Please consult your professional investment, tax, or legal advisor to discuss whether any strategy is appropriate for your circumstances. Neither Stone Bridge nor Fidelity Investments give tax or legal advice.
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.
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.