Our senior wealth managers have a combined 100+ years of significant financial industry experience with advanced training in diverse but related fields. While our “job” is wealth management, we never forget that our passion is in building relationships with our clients.
Our effectiveness as wealth managers results from the execution of soundly structured customized financial plans and long-term personalized relationships with our clients.
Stonegate’s clients are individuals, families, and corporate retirement plans with considerable investment assets. Our clients are typically well informed and knowledgeable.
Our Research Approach
Our advanced planning strategies and investment management methodology are based on our extensive knowledge of the latest research.
Our Fee Structure
Stonegate is a fee-only Registered Investment Advisory firm (“RIA”). We do not earn any commissions for our advisory services. Click here to view our NAPFA profile.
The Fiduciary Standard
As fiduciary’s we must act only in your interest. This contrasts favorably to the “Suitability” standard under which commission based advisors operate.
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.