Professional Advisor Services

At Stonebridge Connection we work toward sharing common goals and providing complementary services to attorneys, CPAs, bankers & trust officers, insurance professionals, investment counselors, financial planners, and other trusted advisors.

Family businesses are unique, yet many of the challenges they face are similar.

Helping a family through business continuity issues requires a wider range of services than we offer as family business consultants. By coordinating our efforts with those of our colleagues, we collectively provide the highest level of professional services to our mutual clients.

We’d be happy to explore how Stonebridge Connection can be of service to you and your clients. The easiest way to get started is to talk to us directly. Contact us to learn more about how we can add value to your client relationships.

“Alone we can do so little, together we can do so much.”
–Helen Keller