Founded in 2014, Stone Bridge Asset Management, LLC is an SEC-registered investment advisory firm based in New York City. The company provides personalized wealth management, financial planning, and discretionary investment management services. They focus on constructing and managing customized portfolios tailored to the unique financial goals and risk tolerance of each client. Their mission is to offer unbiased advice and a disciplined, long-term investment philosophy to help clients preserve and grow their wealth across generations.

Founded in

United States