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Discover 5 Strategies You Can Use Now to Lower Your Taxes - Learn More

Upcoming Events

October 21, 2025

Estate Planning Workshop

Hall County Extension (at College Park) Meeting Room #2 3180 W Highway 34 Grand Island, NE 68801
Learn More
October 21, 2025

Estate Planning Workshop

Hall County Extension (at College Park) Meeting Room #2 3180 W Highway 34 Grand Island, NE 68801
Learn More
December 11, 2025

Social Security Workshop

Hall County Extension (at College Park) Meeting Room #2 3180 W Highway 34 Grand Island, NE 68801
Learn More
December 11, 2025

Social Security Workshop

Hall County Extension (at College Park) Meeting Room #2 3180 W Highway 34 Grand Island, NE 68801
Learn More

Offices

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: 308-698-0144 
Email: info@stonebridgeiwm.com

     

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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.

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