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Stonebridge Wealth Systems has become a brotherhood of advisors who believe in being independent to provide more personalized service to their clients. Together, they have become leaders of a practice that values relationships over transactions and strives to build the bridge between a broken big-box firm agenda and sound financial guidance.
Scott Nachtigal got his start in insurance through a family member because he enjoyed the flexibility of the schedule. This propelled his life in a new direction, and he obtained a particular skillset and knowledge of the market over the years he spent in the big box firms. Jeremy Gove began in insurance with a friend, opening up a new office for his firm. His brother-in-law was also in the industry but worked independently, which intrigued Jeremy. Both men saw the corporate sector’s agenda as self-seeking and restrictive in what they could offer.
Jeff Gove joined the industry in 2008, working with Scott and Jeremy. He realized how important financial planning was when he started helping clients plan for social security. Tim Kulhanek was planning to work for a big-box firm after college, but that path took a different turn when he met Scott, who saw drive and potential in Tim and brought him onto the team at Stonebridge Wealth Systems.
These fiercely independent entrepreneurs took a risk to make this business work because they understood the value they could provide to their clients when they broke free from the corporate culture. Now, they are dedicated to helping their clients find their own independence as they follow their dreams for retirement.
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.
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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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