Find wealth managers in San Rafael

Stonebridge Financial Group was founded by three independent financial professionals each with independent skills, personality and insight, who collaborated to form a focused team of Private and Corporate Investment Fiduciaries, financial planners and insurance professionals. The firm offers a full spectrum of corporate and private wealth management

Whether you are looking to retire or "rewire, " having an intentional plan can reduce feelings of financial uncertainty. Shira Ridge helps clients develop personal financial plans and wealth management strategies that are tailored to reach goals. A good plan contains meaningful information, actionable recommendations, and should be reviewed and updated

Our goal is to build low cost, durable, and tax efficient portfolios that have long term predictable outcomes for each client. We implement proactive ETF strategies to skillfully navigate through changing markets. Each client will have their own unique investment allocation which may include private real estate investments for our high net worth investors