Brad Dickman, Managing Partner at Stonebridge Wealth Strategies

Brad Dickman, Managing Partner at Stonebridge Wealth Strategies Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind.

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accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title
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Stonebridge Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Important Information & Disclosures: http://bit.ly/2f98X9d

I am thrilled to be recognized on the AdvisorHub Advisors to Watch – 250 Advisors to Watch Over $1 Billion. This milesto...
07/22/2026

I am thrilled to be recognized on the AdvisorHub Advisors to Watch – 250 Advisors to Watch Over $1 Billion. This milestone represents not only the progress made so far, but also the momentum ahead. I appreciate the trust of my clients and look forward to continuing to build meaningful, long-term relationships.

The 2026 “Top Advisors to Watch” award is administered by AdvisorHub and ranking is based on assets under advisement, growth year-over-year based on year-end data 2024-2025, professionalism including a clean regulatory record, and remains valid for one year.
No payment or compensation has been made to be considered for or to win this award.

I am thrilled to announce that I have been recognized as one of the AdvisorHub Advisors to Watch winners! It's an incred...
07/09/2024

I am thrilled to announce that I have been recognized as one of the AdvisorHub Advisors to Watch winners! It's an incredible honor to be acknowledged for my outstanding achievements in the financial industry. I'm proud to be part of a team that values excellence and professionalism! I'm grateful for this exceptional recognition and would like to express my sincere appreciation to my clients, colleagues, and the entire team who have supported me throughout my journey. This achievement wouldn't have been possible without their trust and collaboration!

Join me in celebrating this milestone and recognizing the success of all the Advisors to Watch winners! Together, we're making a difference in the financial industry.

June 2024 • Vol. 4 • No. 2

Father’s Day gives all of us a chance to hug our dads and tell them how much we love them. Be sure to make this day memo...
06/19/2022

Father’s Day gives all of us a chance to hug our dads and tell them how much we love them. Be sure to make this day memorable & enjoy every moment this weekend with them!

06/17/2022

Happy Pride Month! As Pride month kicks off, we reaffirm our commitment to support and uplift the LGBTQ+ community and celebrate their contributions to helping our society become more inclusive, accepting and compassionate.
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To all the mothers, we love you and appreciate you more than you know! This day is all about YOU!! Relax and enjoy! Happ...
05/08/2022

To all the mothers, we love you and appreciate you more than you know! This day is all about YOU!! Relax and enjoy! Happy Mother's Day!

A 529 plan makes it possible to save for a college education in a tax-advantaged way. Learn all the details and how to m...
11/30/2021

A 529 plan makes it possible to save for a college education in a tax-advantaged way. Learn all the details and how to maximize these plans.

Any adult may open a 529 Plan for any named beneficiary—you do not have to be the parent or grandparent of the person named. getty May 29 is National 529 College Savings Plan Day! Do you know what a 529 plan is? Do you know how to use it? Let me explain. What is it? 529 College Plans were initiall...

Happy Thanksgiving to you and your families!! Have a blessed, thankful day with those you love!!
11/25/2021

Happy Thanksgiving to you and your families!! Have a blessed, thankful day with those you love!!

When you retire, you'll still need income every month. And figuring out how much you'll need is the key. Read this to le...
11/23/2021

When you retire, you'll still need income every month. And figuring out how much you'll need is the key. Read this to learn how to plan for income so you'll have a stress-free retirement.

How much income do you need in retirement? It's one of the most important questions in financial planning. Given its importance, it gets relatively little attention. The standard way to determine how much income you need in retirement is called the replacement ratio. The replacement ratio tells you....

If you haven't updated your estate plan in a few years, it's time to take a look. Learn why it's important to review you...
11/18/2021

If you haven't updated your estate plan in a few years, it's time to take a look. Learn why it's important to review your estate plan and what you need to consider.

Getty Images Even though it’s critical for your assets, family and legacy, estate planning tends to fall to the bottom of people’s to-do lists. What new parent wants to draft a will while finalizing a nursery paint color? Who wants to talk extensively about life after they’re gone? SEE MORE Wh...

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400 W. Wilson Bridge Road, Suite 305
Worthington, OH
43085

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