Our clients have accumulated significant investment assets from diverse sources. Whether assets have been provided by the sale of a business, exercise of stock options or family relationship we consider the client’s unique circumstance when creating your wealth management plan.
We take great pride in our ability to focus the planning process on your immediate needs and long-term goals. Our clients expect us to be knowledgeable with respect to their situation and provide beneficial counsel when circumstances change. This requires us to stay “ahead of the curve” through extensive professional development and application of the Fiduciary Standard to your assets.
We embrace the differences amongst our clients. However they share similar traits:
A need to be kept current on their investments through cutting edge reporting and a relationship with a trusted advisor who puts their best interests first.
Avoiding focus on a daily “bottom line”. Our customized strategies are implemented considering current and long-term benefits.
The desire to make adjustments to their plan as life circumstances change.
They want to have someone they trust help them protect and grow their wealth for themselves and their children.
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.