Who We Are

Founded in 1997, Stonebridge Capital Advisors is an SEC-Registered Investment Advisor with an established focus on customized investment and wealth management services. Serving high-net-worth individuals, families, nonprofits, and institutions, we connect with our clients to understand their unique financial needs. In this way, we develop structured investment portfolios and form long-lasting partnerships.

At Stonebridge, our approach begins and ends with the client. As a fiduciary, we deeply engage with our clients to develop personalized strategies focused on long-term financial success. Leveraging over 40 years of experience from our team of investment professionals, we implement strategies that navigate the ever-evolving challenges of the market. 

Our Mission

To create lasting strategies by navigating the challenges of managing wealth and partnering with our clients to reach their unique goals.

Our Core Values

Respect. Integrity. Trust.

Our Vision

To enhance the lives of our clients, partners and community by realizing their financial objectives.

"All our growth at Stonebridge has been driven by our clients."

Heidi Hukriede, Chief Operating Officer

How We're Different

"We build a bridge of trust."

Robert Kincade, Chief Executive Officer

1 Stonebridge Capital Advisors claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

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