Lake Jericho, LLC

We take a different approach to wealth management. One that involves understanding your financial goals, motivation, and how you picture your legacy. Our goals-based approach enables us to find appropriate financial strategies that are built specific to your unique, ever-changing situation.

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.