Expert guidance, tailored for you.
Personalized guidance tailored just for you.
At Stone Bridge Asset Management, we believe in empowering our clients with the right tools and information to achieve their financial goals. While we don’t directly handle charitable giving or certain specialized resources, we are here to quarterback the process and guide you to the best external partners who excel in these areas. Our extensive network includes professionals in charitable planning, legal advice, and other niche financial services. We aim to connect you with trusted experts who can provide the specialized support you need. By managing and coordinating these valuable resources, you can make informed decisions and ensure that every aspect of your financial journey is well-managed. Let us help you find the right path to maximize your philanthropic impact and access the tools that best serve your unique needs.
Resources for You
CFA Institute
Erik Boehm is a CFA® charterholder and member of CFA Institute, which promotes the highest standards of ethics, education, and professionalism in the field of asset and wealth management.
Crown Financial
Crown's proven stewardship principles work for thousands of people worldwide and can work for you too. They have helped many globally revive their finances and escape financial stress.
Kingdom Advisors
Kingdom Advisors is a leading advocate for Christian financial advisors to integrate their faith into their practice and to realize kingdom impact and client success.
CFGC
We are proud to partner with the Community Foundation of Greater Chattanooga, a dedicated organization committed to serving the community through philanthropy and support.
Generosity Trust
Partnering with Generosity Trust allows us to enhance our clients' giving strategies. Their dedication to empowering donors aligns perfectly with our commitment to helping clients make a meaningful impact through their assets.
Generous Giving
Together with Generous Giving, we encourage generosity in our clients and believe that biblical generosity changes everything.
Social Security
Clients can easily create Social Security accounts and estimate benefits through our provided link. We understand the value of your finances and strive to empower our clients with tools for secure financial futures.
AARP
Make informed decisions with accurate estimates tailored to your financial goals and secure your future with confidence. AARP offers a free social security calculator.
Medicare
Visit the Medicare website for reliable information on healthcare coverage options. Understanding Medicare benefits enhances financial planning and overall wealth management strategies for a secure future.
Trinity Debt Management
We recommend Trinity Debt Management for clear guidance in consolidating and managing debt effectively, allowing you to focus on building and preserving your assets for the future.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Personalized Guidance for Lasting Impact
Your philanthropic goals are unique, and at Stone Bridge Asset Management, we are dedicated to helping you achieve them. We act as your coach, offering guidance and connecting you to the best charitable resources available. Our conversations with you are centered on understanding your specific needs and aspirations, so we can tailor our advice accordingly. By partnering with specialized charitable planning professionals, we ensure you receive customized solutions that maximize the impact of your giving. From tax-efficient strategies to identifying reputable charities, we guide you every step of the way. Let us help you make your philanthropic vision a reality, providing the support and connections needed to make a lasting difference.
It’s better to look ahead and prepare than to look back and regret.
— Jackie Joyner-Kersee
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Disclosure
Advisory Services are offered through Stone Bridge Asset Management, LLC, an investment advisor in the State of Tennessee. Asset allocation / diversification does not guarantee investment returns and does not eliminate the risk of loss. There can be no assurance that the firm’s quantitative research model will achieve its objective or that the methodology employed by a portfolio strategy will eliminate exposure to downward trends and/or volatility in the markets or provide immediate exposure to upward trends and/or volatility in the markets. Investments are subject to risk, and Stone Bridge Asset Management’s investment strategies may lose money. Stock prices fluctuate, sometimes rapidly and dramatically, due to factors affecting individual companies, particular industries or sectors, or general market conditions. Fixed-income securities involve interest rate, credit, inflation, and reinvestment risks; and possible loss of principal. As interest rates rise, the value of fixed-income securities falls. International investing involves certain risks not usually associated with domestic investing, including currency fluctuation, economic and political volatility, foreign taxation and differences in financial standards.