Broker Check

It All Starts With You

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!

Cutting-Edge Tools That Help Us Get to Know You, Get You Portfolios That Fit, And That Simplify Your Life

It's important that we know the amount of risk your are comfortable with. Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations. 

Stay on top of your financial health.  Stone Bridge Connect gives you a consolidated view of all your finances with interactive charts and detailed views. Track your spending, create spending and savings goals, and monitor your progress toward your important life goals.

Get instant account information using the mobile app on your phone or the client portal on your computer. See a one-screen dashboard of your accounts' total value, asset allocation, and performance.