Stonegate Wealth Management, LLC is a SEC Registered Investment Advisor located in Oakland, New Jersey. We abide by a Fiduciary Standard which ensures we act in the client’s best interest, disclose how we are compensated, and subscribe to the NAPFA Code of Ethics.
We offer a full range of wealth advisory services including financial planning, trust and estate planning, investment advice, portfolio management and tax planning. These services are provided to individuals, families and their related entities (such as trusts) or other similar strategies.
The partners and staff members of Stonegate take great pride in our high level of practical and technical experience. Credentials held by members of our firm include Certified Financial Planner, Chartered Financial Analyst and Certified Public Accountant.
Our firm is large enough to enjoy institutional pricing power, avoiding more expensive retail options. Still, we are small enough to provide customized wealth management on an extremely personal level. We are proud to say that many of our new clients are referrals from current clients. In fact, many of our clients are families who have worked with us from one generation to the next and trust us to provide these same benefits to future generations.
Stonegate Wealth Management, LLC, is an SEC registered investment advisor. Registration of an investment advisor does not imply any level of skill or training. Stonegate Wealth Management, LLC is in compliance with the current notice filing requirements imposed upon SEC registered investment advisers by those states in which Stonegate Wealth Management, LLC maintains clients. Stonegate Wealth Management, LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filings. Any subsequent, direct communication by Stonegate Wealth Management, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption from registration in the state where the prospective client resides.