Lory Wessel's Colleagues at Stonebridge Capital Advisors
Lory Wessel's Contact Details
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Stonebridge Capital Advisors
Lory Wessel's Company Details
Stonebridge Capital Advisors is a Registered Investment Advisor (RIA) providing investment and private wealth management since 1997. We manage more than $1.5 billion in assets, with a focus on customized, separately managed investment portfolios. Our offices in Saint Paul, Minnesota; Traverse City, Michigan; Hendersonville, Tennessee; and Denver, Colorado serve clients across the United States. We meet our clients' needs through diverse styles of management and a client led, partnership driven process.Our team of professionals is deep in experience and has successfully managed portfolios through more than four decades of market cycles. This has taught us the value of long-term investing supported by solid fundamental analysis. The true source of our success stems from well-founded and well-tended client relationships.At our core, we believe in respect, integrity and trust. We understand that your needs are unique, which is why we take a customized approach to investment management.