ABOUT US

Kelley Douglas is the founder and President of Stonebridge Wealth Management.  He has worked in the financial services industry since 1987.  Prior to founding Stonebridge, Kelley enjoyed over 20 years at Fidelity Investments, primarily as Vice President/Senior Account Executive with Fidelity's private wealth management division.  His career has been dedicated to providing guidance to the complex financial needs of high net worth clientele, with the utmost care and integrity. 

“Throughout my career, I’ve adhered to the simple rule of treating my clients like my own family.”  “That mentality as led to many fulfilling relationships over the last 25 years.”

Aside from his work life, Kelley is passionate about his faith, family, sports (particularly golf), and travel.

Our strategic business partners include:

BAM Advisor Services (over 100 employees) supports independent Registered Investment Advisor firms who share a common approach to the highest standard of client service in starting, building and managing their organizations. 

Dimensional Fund Advisors (470 employees) implements our recommended passive investment approach via funds designed to capture market "dimensions" in a low-cost, tax-efficient manner.

Fidelity Investments is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.