Fee-Only | Advice Only | Financial, Retirement, Tax & Estate Planning

We work together with you to help you gain stability in your current financial situation, prioritize next steps, and walk with you into a new and exciting future.

Providing Advice-driven Financial Planning, Retirement Planning, Tax Planning & Estate Planning for Blended Families,Single Parent Families, & Special Needs Families. We are located in Greenville, SC servicing clients locally and virtually nationally.

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Simplified Process

We try to simplify things for our clients first rather than overwhelm them with all the colorful charts and graphs. Those have a time and place. We layer on complexity as needed for you as you build your wealth, and lastly, we work as a team to protect your wealth and ensure your estate is as you have envisioned.

Virtual Meetings

We have a team here to serve you. We meet virtually with our clients to be on their team when they need us most. We like you to have a sense of accomplishment and encouragement after talking to us during our working meetings.

ABOUT US

Stonebridge Wealth offers fee-only fiduciary comprehensive financial planning and wealth counsel solutions for Single Parent, Blended and Special Needs Families.

We provide a straightforward financial plan with a simplified process. Giving you a 500-page financial plan that you use as a fire starter is not what's best. We have found that a simple one-page meeting recap after our check-in meetings can give you valuable insight into how much your net worth has grown, financial action items to work on and how your portfolio has advanced. You will have a clear understanding of the action items that came out of our discussion.

WE WORK FROM ANYWHERE

We have a team here to serve you. We are located in Greenville, South Carolina. We also work with clients across the country, where allows us to meet with ease and accomplish a lot. But, if you prefer to meet in person also, we can accommodate that as well.

STAY CURIOUS

We are devoted to asking you more questions than talking. This process helps us to understand your life better and, in turn, can make more informed recommendations for you. We assist people in using their money to match their values, to live out incredible lives.

PLAN FIRST, BUILD SECOND, PROTECT THIRD

We try to simplify things for our clients first rather than overwhelm them with all the colorful charts and graphs. Those have a time and place. We layer on complexity as needed for you as you build your wealth, and lastly, we work as a team to protect your wealth and ensure your estate is as you have envisioned.

CLIENTS ARE THE EXPERTS

We co-develop financial plans with our clients. The planner acts as a guide and advisor to your vision and goals. We work as a team to make suitable recommendations that are attainable for you, the client.

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