Stonebridge Wealth Management Email Format

Financial ServicesTennessee, United States2-10 Employees

Stonebridge Wealth Management operates in the financial services sector from Nashville, Tennessee. It is described as an independent, fee-only registered investment adviser that adheres to a fiduciary standard of care. The firm focuses on artists, entertainers, and athletes, delivering its services through a multifamily investment office and typically serving clients by referral.

Its approach is holistic and goals-based, aiming to help clients define personal measures of success while pursuing wealth creation and intergenerational preservation. The advisory team emphasizes close collaboration to ensure plans and services are appropriate and aligned with clients' long-term objectives. The organization positions itself as providing high-touch, high-trust service to protect, sustain, and grow wealth for high net-worth clients.

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