Dakota
Dakota
Book a Demo
Talk to an Expert

StoneBridge Wealth Management, LLC

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Minneapolis
CRD Number
Website stonebridgewealthmanagementllc.com
Client types

Overview

StoneBridge Wealth Management, LLC is an independent wealth advisory firm based in Oak Brook, Illinois, founded to help individuals and families create and implement comprehensive financial plans tied to their goals and retirement objectives. The firm specializes in retirement income planning, tax-sensitive investment management, legacy and estate strategies, risk management and insurance integration. StoneBridge offers customized portfolio construction built around each client’s unique situation, drawing on fiduciary guidance and transparent service. The team emphasizes long term relationships, discipline through market cycles and holistic planning, seeking to provide financial stability, confidence and clarity for clients approaching or in retirement.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy