The Oakwood Group

Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 115 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations.

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.

Retirement planning is a crucial aspect of financial management that requires careful consideration and strategic planning. As a retirement planning financial advisor, my aim is to help clients create a solid retirement plan that will provide financial security during their golden years. This involves analyzing current financial situations, identifying retirement goals, developing a comprehensive retirement plan, and monitoring progress towards these goals. Please note our other location at 10 Resolute Lane, Suite 201 Mt. Pleasant, SC 29464 843-352-7873