Network·Venture Capital
📍 SAN RAFAEL, CA
SEC CRD #801-135258
Home | Stonebridge Financial Group Skip to content Login Home Corporate Wealth Management Private Wealth Management Special Needs Planning Our Team Contact Us Client Login Meeting Your Financial Needs at Every Stage of Life Stonebridge Financial Group provides strategic financial wealth management services for companies and individuals. We Are Better Together Since our founding in 2009, Stonebridge Financial Group has worked hand in hand with our clients to create tailored strategies that help them navigate an increasingly complex financial landscape. Our team has proven time and again that only through close collaboration with our clients, and by fully understanding their unique situation, can we create solutions that work both today and well into the future. Blair Martin, Managing Partner What We Do Stonebridge Financial Group offers a full spectrum of corporate and private wealth management services tailored to its clients’ specific financial needs. Corporate Wealth Managment Organizations need to have a financial professional with the resources to help them execute responsible long-term plans. Private Wealth Managment Since every client has unique dreams, Stonebridge creates personalized financial plans to help make them a reality. Special Needs Planning When you have a loved one with special needs, it is important to plan for their financial future. Our Difference There are many choices when it comes to selecting a financial professional, so what makes Stonebridge differ
MARCUS NILSSON
CCO
📞 (415) 461-4961
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SAN RAFAEL, CA
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