Charlotte, NCCharlotte, NC Mon - Fri 9am-4:00pm(704) 366-0554
star@stockhambradford.com
Industry Standards
Trusted Advisors
Number #1 with Customers
Broker Check by FINRA

At Stockham & Bradford Wealth Management Solutions, our focus is you, our client. All the financial products and resources in the world won’t add up to a successful investment strategy unless they are tailored to the needs of an individual: to your aspirations, your age, your employment status, your health, all within the context of the economy as it stands and as it’s likely to become.

Seasoned Guidance

Unbiased Advice

We customize your investment strategy through research, experience, and methods designed to help you obtain the best ROI ~ return on investment ~ for your goals. And, because our firm is independent, our clients can be confident that our recommendations are made without bias and are instead carefully selected to help pursue their specific goals.

Keys to Success

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.

We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.

Questions or Inquiries?

Please feel free to contact us!
Our Story

LIVE SIMPLY. WORK DILIGENTLY. GIVE GENEROUSLY.

It is our driving mission to help each and every one of our clients feel confident with their finances and life decisions. We do this by helping to identify goals and needs that help pave the way for success in reaching those goals. We work hard to ensure our clients have access to great human talent both internally and externally to meet their needs in a timely and thorough manner. However, it is our special connection with our clients that really make our endeavors worthwhile.