Stoneridge Wealth Advisors

Joseph E. Gehm, the founder and managing principal, holds primary decision-making authority. The firm does not maintain a separate investment committee or publish profiles of additional investment staff. This centralized structure is common among multi-family offices that serve a small, tightly held client base and operate with high discretion.

Stoneridge's known activities center on direct real estate acquisition and insurance product structuring rather than third-party fund commitments. The firm has not publicly indicated participation in venture capital, private equity, or hedge fund allocations. Its model prioritizes assets that offer direct control and observable cash flow.