Elevated Capital

At Stonebridge Wealth Advisors, we strive to help you live a life of value focused on those things that are most important to you. As your advisor, we make certain that your individual needs and personal objectives are carefully considered as we help you develop an action-oriented plan to work towards your financial goals. No one strategy fits everyone, which is why we create a personalized, unique strategy for each client. From planning to execution to follow-up, we take a proactive approach to helping you develop a plan to address your financial goals and objectives. Our firm is independent. As such, we have no proprietary investment or insurance products to recommend and are able to be objective when recommending products or services.

Portfolio Solutions Group is a financial services firm based in Chicago, IL, specializing in investment management and wealth advisory services. With a focus on providing personalized financial solutions, the company helps clients navigate the complexities of the financial markets to achieve their long-term goals. Generated from their business information

Nuveen Investments, founded in 1988, markets, distributes and develops investment products and services for the customers. The products offered by the company include closed-end and exchange-traded funds, individually managed accounts and mutual funds. It has various subsidiaries, including Rittenhouse, NWQ and Symphony. The company offers four investment solutions through its subsidiaries that include growth equities, value equities, and fixed-income and market-neutral alternative investments. It operates through a network of distributors, including investment firms, broker, dealers, commercial banks, insurance providers, financial planners, accountants, consultants and investment advisors. The company also provides managed account services and asset management solutions to institutional investors. Nuveen Investments is headquartered in Chicago, and has offices in New York, California and Pennsylvania.