About Stonegate

About Us

Stonegate Wealth Management, LLC is an SEC Registered Investment Advisor located in Cary, North Carolina. We abide by a Fiduciary Standard which ensures we act in our client’s best interest. We disclose how we are compensated and adhere 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.

The Stonegate Difference

What distinguishes us from everyone else?

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Financial planning is an important part of our service. We prepare plans for nearly all our clients since the process help us understand your long-term goals and dreams.