Stonebridge Wealth Management
Nashville, TN
A niche wealth management firm serving exceptional artists, entertainment professionals, and athletes on a referral-only basis.
Quick Facts
Category: Financial Advisors
Address: 2100 West End Ave #660, Nashville, TN
Phone: (615) 309-0832
Website: https://stonebridgeadvisers.com
Service area / notable facts: Located in the Loews Vanderbilt Tower; new clients accepted by referral only
Overview
Stonebridge Wealth Management is a wealth management firm serving a highly niche clientele, located in the Loews Vanderbilt Tower on West End Avenue in Nashville. The firm limits its services exclusively to “exceptional artists, entertainment industry professionals, and athletes,” and accepts new clients by referral only — a specialized positioning that aligns directly with Nashville’s identity as a hub for the music and entertainment industry.
The firm’s signature offering is its “WonderLife®” experience, a program that helps high-profile clients set measurable goals aligned with their personal values. Stonebridge’s core philosophy prioritizes quality of life over traditional risk-return analysis, summarized in its tagline “Turn success into significance®.”
The firm’s areas of expertise include estate planning, multi-generational wealth strategies, and helping clients translate their career achievements into a lasting impact on their families, communities, or cultural spaces. This approach offers a valuable perspective particularly for artist and athlete clients who experience significant income fluctuations throughout their careers.
Stonebridge operates under two separate SEC-registered investment advisory structures: Stonebridge Investment Counsel, LLC and OneAscent Financial Services, LLC. The firm’s approach — understanding clients’ values, the obstacles they face, and the lifestyle they desire in order to build actionable plans — offers a service model that goes beyond traditional financial metrics.
Services
- Wealth management for artists, entertainers, and athletes
- Estate planning
- Multi-generational wealth strategies
- Goal-based financial planning (“WonderLife®” program)
- Investment advisory services
What Sets Stonebridge Wealth Management Apart
- Exclusive focus on artists, entertainment professionals, and athletes
- Referral-only client acceptance
- Signature “WonderLife®” values-based planning experience
- Operates under two SEC-registered investment advisory entities
- Located in Nashville’s Loews Vanderbilt Tower
Frequently Asked Questions
Who does Stonebridge Wealth Management serve?
The firm exclusively serves exceptional artists, entertainment industry professionals, and athletes.
How do I become a client?
Stonebridge accepts new clients by referral only.
What is the “WonderLife®” program?
It is the firm’s signature planning experience, helping high-profile clients set measurable goals aligned with their personal values rather than relying solely on traditional risk-return analysis.
Location & Contact
- Address: 2100 West End Ave #660, Nashville, TN
- Phone: (615) 309-0832
- Website: https://stonebridgeadvisers.com
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