Stonebridge Wealth Strategies

Building Relationships that Last

Financial institution in Worthington, OH (show on map)

4.8

★★★★★

10 reviews

Wealth management firm offering retirement, investment, and tax strategies

Call (614) 427-1423

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About

Stonebridge Wealth Strategies is a financial services firm specializing in comprehensive wealth management. We work with clients to develop customized strategies for retirement planning, investment management, tax optimization, and estate planning.

Our approach emphasizes education and collaboration to help clients achieve long-term financial goals.

Personalized financial planning approach

Educational client engagement model

Access to world-class investment managers

Services

Pensions and Social Security

Maximizing benefits through education on claiming options and income planning

Income optimization Benefit analysis

Insurance Strategies

Life, disability, and long-term care insurance solutions tailored to client needs

Risk assessment Policy review Wealth protection

Retirement Planning

Accumulation and distribution strategies for retirement readiness

Tax-efficient distributions Holistic planning

Estate Planning

Strategies for generational wealth transfer and asset distribution

Wealth transfer Asset efficiency

Tax Strategies

Tax-efficient investing and income management solutions

Tax deferral Deduction optimization

Investment Management

Wealth growth through access to world-class money managers

Risk-based allocation Asset protection

Credentials & Certifications

CFP®

ChFC®

RICP®

Reviews

Rating

4.8

★★★★★

Reviews

Frequently Asked Questions

When should you take your Social Security benefit? +

The optimal timing depends on factors like health, retirement age, and financial needs. We analyze your unique situation to determine the best claiming strategy.

What are the benefits of tax-deferred growth? +

Tax-deferred growth allows investments to compound without immediate taxation, potentially increasing long-term returns. We help clients utilize 401(k)s, IRAs, and annuities for this purpose.

How can insurance protect my assets? +

Life, disability, and long-term care insurance can safeguard against financial risks. We review existing policies and design comprehensive protection plans tailored to your needs.