Stonegate Wealth Management, LLC is a nationally known wealth management firm known for our:

• Integrity
• Expertise
• Personal Service; and
• Professional Standards

We serve nearly 200 families in several states by providing them with strategies to:

• Achieve financial independence
• Protect themselves and their families from financial risk
• Manage their portfolios with less volatility
• Provide for their children and grandchildren

We invite you to view case studies  and articles that illustrate how we help you

The Stonegate Qualified Plan division helps firms and their employees maximize the value of their assets in their defined contribution plans in part through minimizing expenses.   

Stonegate has received recognition from the media:

Wealth Manager Magazine listed us as one of the top wealth managers in the country for the last 4 years.

Worth Magazine (2008) listed one of our members (Stephen Craffen) as one of the top 250 advisors in the country.

We welcome you to review our web site and learn more about our firm

Real People Real Solutions