Client Led, Partnership Driven
Respect. Integrity. Trust.
Investment Management
Delivering diverse, customized portfolios to meet the specific needs and personal restrictions for each of our clients.
Wealth Management
Developing a personal, financial strategy via our holistic approach, helping each client navigate their stages of wealth.
Institutional Advisory Services
Providing institutional clients – including non-profits, insurers, and corporations – with customized investment management and advisory solutions.
Separately Managed Account Management
Delivering investment solutions, tailored support, and extensive resources to our advisory partners, helping them achieve their clients’ financial goals.
Trusted by Us, Shared with You
Explore our exclusive collection of educational and informative resources, featuring topics on investment and wealth management, economic and market research, and more.
A Dedicated Partner to Our Community
At Stonebridge, we have long understood the importance of being part of a healthy, thriving community. We believe in forming a committed partnership with local organizations, making a meaningful impact.
Latest Stonebridge News
2024 Notable Women in Banking & Finance: Heidi Hukriede, CFA
On behalf of Stonebridge Capital Advisors, we are thrilled to celebrated Heidi Hukriede and the Twin Cities Business recognition of her loyalty, empathy, accountability, duty, empowerment, and respect to her clients, our firm, and in everything she does – the true hallmarks of leadership! Congratulations, Heidi!
Welcome, Brett Miller
Join us in welcoming Brett Miller, AIF®, to the Stonebridge team! As a Senior Wealth Advisor at our Denver, Colorado office, Brett brings over 15 years of experience to his sturdy foundation for financial planning. Learn more about Brett and his role as Stonebridge’s Senior Wealth Advisor.