Stonebridge Tax Tool Calculator - Learn More
01. About Us
At Stonebridge Wealth Systems, we prioritize people and values over generic plans. Choosing an independent practice can build the bridge between your hard work and a customized plan aligned with your unique dreams. Our commitment is to help guide you across this bridge, securing your independence in retirement and empowering you to live the life you dream of.
02. Our Philosophy
We, the founders of Stonebridge Wealth Systems, left big corporations to focus on what matters most—helping clients achieve their dreams. We know finance can be complex, so we make it simpler, turning confusing concepts into clear strategies. With personalized financial plans and holistic advice, we guide our clients toward confident decisions and the retirement they’ve envisioned.
03. Our Process
It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax-efficient manner. So, we use our Retirement Compass Process to guide you through every step of your financial journey.
Our Services
Our goal is to help ensure your expenses can be paid month-to-month with reliability and predictability for the rest of your life.
Once your income plan is established, we will create an investment plan for the remaining assets that you do not need to draw from month-to-month.
Any comprehensive Retirement Plan should include a strategy for decreasing tax liabilities.
We will create a plan to help you address rising healthcare costs with a minimum of expense.
It is important to ensure your hard-earned assets go to your beneficiaries in the most tax-efficient manner.
Our Team
We steward assets for individuals and families, providing financial planning services & investment management.
Ed Slott and Company is not a current client of Stonebridge Wealth Systems and there is no affiliation. Compensation was provided in the amount of $9,000/year to participate in their program. The use of their logos or endorsements creates a conflict of interest, which is better described below.
Neither Dave Ramsey, the SmartVestor program, nor Ramsey Solutions is a current client of Stonebridge Wealth Systems and there is no affiliation. Compensation is provided in the amount of $2,050/month to participate in their program. The use of their logos or endorsements creates a conflict of interest, which is better described below.
Office
Kearney
Phone: 308-698-0144
Address: 108 1st Avenue Place,
Kearney, NE 68847
Lincoln
Phone: 402-805-4660
Address: 5733 South 34th Street, Suite 300
Lincoln, NE 68516
Grand Island
Phone: 308-698-0144
Address: 834 N. Diers Avenue
Grand Island, NE 68803
Omaha
Phone: 531-215-0497
Address: 11605 Miracle Hills Drive, Suite 205
Omaha, NE 68154
Contact Info
Phone: 888-260-0926
Get in Touch
Investment advisory services are offered through Stonebridge Wealth Systems, LLC (SWS or Stonebridge), an SEC Registered Investment Advisor. SEC registration does not constitute an endorsement of Stonebridge by the SEC, nor does it indicate that Stonebridge has attained a particular level of skill, training, or ability. Insurance products and services are not offered through SWS but are offered and sold through individually licensed and appointed agents.
The information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Stonebridge Wealth Systems, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency.
Securities offered through World Equity Group, Inc., Member FINRA/SIPC. Investment advisory services offered through Stonebridge Wealth Systems, LLC, a SEC Investment Advisor. Stonebridge Wealth Systems, LLC and World Equity Group are separate entities and are not owned or controlled by World Equity Group, Inc.
Ed Slott and Company provides financial professionals with instruction, IRA information, and various written materials that may help them apply the principles of planning IRA distributions to the aƯairs of a particular client. The terms "Ed Slott's Elite IRA Advisor Group," "Ed Slott's Master Elite IRA Advisor Group," "Ed Slott's Master Elite IRA Advisor Group Charter Member" or any other similar term used in relation to a financial advisor identified is solely an indication that the financial advisor so identified has attended training provided by Ed Slott and Company. The financial professionals identified receive ongoing training through Ed Slott's Elite IRA Advisor Group, Ed Slott's Master Elite IRA Advisor Group, or through other continuous training conducted by means of workshops, teleconferences, electronic correspondence or other conventional means of training. Ed Slott and Company has not conducted any background checks and has not in any way qualified any of the financial professionals who attend its training. Ed Slott and Company makes no representations regarding the financial professionals or the quality of the service they provide. Working with a "Ed Slott's Elite IRA Advisor Group," "Ed Slott's Master Elite IRA Advisor Group," "Ed Slott's Master Elite IRA Advisor Group Charter Member" or any other similar term used in relation to a financial advisor does not guarantee investment success. No assurance can be made that working with a financial professional that has completed training with Ed Slott and Company will produce better results than working with a financial professional that has not completed the training.
The use of the Ed Slott logo creates a conflict of interest where it could appear that Stonebridge Wealth Systems has attained a higher skill level or had more success than other advisers, which may or may not be the case. We encourage everyone to carefully read our ADVs and CRS for more information.
SmartVestor™ is an advertising service for financial professionals. Advertising fees are not connected to any services offered or rendered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program.
The use of the Dave Ramsey SmartVestor Pro logo creates a conflict of interest where it could appear that Stonebridge Wealth Systems has attained a higher skill level or had more success than other advisers, which may or may not be the case. We encourage everyone to carefully read our ADVs and CRS for more information.
Copyright © 2025 Stonebridge Wealth Systems. All Rights Reserved.
