Top-Notch Wealth Management Services in the Dallas-Fort Worth Metroplex

At Stockbridge Wealth Advisors, we are committed to helping our clients make informed financial decisions. We provide a comprehensive range of wealth management services in the Dallas-Fort Worth Metroplex. This includes:

We take a holistic approach to forming your financial plan, leaving no stone unturned. We recognize that the realization of your life’s aspirations is intricately linked to your financial resources. By thoroughly delving into your unique financial circumstances, you are taking significant steps toward achieving your dreams for yourself and your family’s future. Trust us to help you with:

Financial planning is a broad topic — as you can see from the list above. But we will confidently tackle whichever financial area you feel is most imperative for you at the moment. Contact us at (972) 803-6698 or email us at info@stockbridgewa.com.

Investment management is a complex topic with many facets to integrate to make it work for you. If you can use investments to your advantage, you’ll be making the most of your assets. To achieve this, you need to have a clear understanding of your financial goals, risk tolerance, and investment strategy. You also need to monitor your portfolio performance and adjust it as needed to reflect changes in the market and your circumstances. Investment management is a continuous process that requires discipline and expertise.

The investment risk level that suits you best depends on your life stage, age, and specific circumstances. To construct your portfolio, we may incorporate various strategies, such as equally weighted sector strategies, asset allocation models, separate account managers, mutual funds, and/or ETFs.

For those seeking innovative options, we also provide opportunities in alternative investments, real estate, and commodities. Frequently, we incorporate these alternatives to optimize portfolio returns while mitigating risks. Here are some examples of the investment services we offer:

• Institutional Money Managers: We partner with some of the best money managers in the world to offer you access to a wide range of investment strategies and asset classes. You can benefit from their professional expertise, rigorous due diligence, and ongoing monitoring.
• Separate Accounts: We can create and manage a portfolio of individual securities for you based on your specific needs and preferences. Separate accounts offer you greater control, transparency, and tax efficiency than pooled investments such as mutual funds or ETFs.
• Model Portfolios: We use a combination of quantitative and qualitative analysis to construct and monitor model portfolios that are designed to achieve optimal risk-adjusted returns. Our model portfolios are diversified across different asset classes, sectors, regions and styles, and are rebalanced periodically to maintain alignment with your goals and risk profile.
• Alternative Investments: We offer access to alternative investments that can enhance your portfolio performance and reduce volatility. 
• Alternative Investments include Private Funds, Bank Loans, Private REITs, hedge funds, private equity, and other non-traditional assets that have a low correlation with the stock and bond markets.
• Additional services include Stock Option Planning, Portfolio Income Strategies, socially responsible investing, tax-smart implementation, and 401(k) guidance.

We offer personalized and comprehensive investment advice. Here are some of the features that set us apart from other advisors:

• We tailor your portfolio to your specific needs and preferences based on the financial plan we create with you. We also consider alternative investments, which can offer unique growth opportunities not available in the public markets.
• We monitor your portfolio regularly and make adjustments as needed to keep it aligned with your goals and risk tolerance. We also use tax-loss harvesting and rebalancing strategies to optimize your returns and reduce your tax liability.
• We are long-term investors who use asset allocation and global diversification to enhance your risk-adjusted returns. We also evaluate the performance of the underlying investments and replace them when necessary.

In short, we are committed to providing you with the best investment guidance possible. Contact us at (972) 803-6698 or email us at info@stockbridgewa.com to learn more about how we can help you achieve your financial goals.

Risk management is an essential part of any financial plan. It involves identifying, evaluating, and addressing the potential risks that could affect your income, assets, health, and well-being. At Stockbridge, we offer fee-only risk management services tailored to your specific needs and goals. We can help you protect yourself and your loved ones from the financial consequences of life events such as death, disability, illness, or injury. We can also help you plan for long-term care expenses that may arise in the future.

Our fee-only approach means that we do not receive any commissions or incentives from the insurance companies or products that we recommend. We work solely for you, bound by a fiduciary standard, and our fees are transparent and disclosed before we implement any risk management solutions. We will review your existing insurance policies and coverage and provide you with unbiased advice on how to optimize your risk management strategy. We will also monitor and update your plan as your situation changes over time.

Whether you need life insurance, disability insurance, long-term care insurance, and/or a combination of these, we can help you find the best solutions for your risk management needs. Contact us today and schedule a complimentary consultation.