Managing Director, Private Wealth Manager at Stonebridge Investment Counsel, LLC - Nashville, Tennessee, US
At Stonebridge, we believe it is one thing to help someone achieve success, it’s quite another to enjoy a life of significance. We help our clients do both. As a leading provider of innovative life and wealth solutions, Stonebridge helps celebrity clients and their families create, manage and sustain wealth, enabling their long-term success through our multifamily office solution. We believe that a more holistic approach to managing life and family wealth goals will increase the probability of greater career success and preserving earnings across generations. The Stonebridge Family Office advisory team emphasizes close collaboration and, through our goals-based approach, makes certain that all of the services we offer the wealth creator are appropriate, aligned and integrated around their career success, vision for the future and family’s objectives. We have found that families typically want peace of mind about sustainability of wealth often earned over short, highly lucrative careers. In response, we have created a compelling environment focused on celebrity wealth to provide that peace of mind by restoring trust and confidence. Company Overview: • Stonebridge Investment Counsel, Inc. • Fee-only registered investment adviser • Multifamily Office • Founded in 2002 • Privately held