“Integrity is the
essence of
Richard Buckminster Fuller


Stonegate Wealth Management is a fee-only financial planning and registered investment advisory firm located in Northern NJ.  Our specialties include retirement planning, estate planning, and investment management.

At Stonegate Wealth Management, our vision is to deliver the highest quality private wealth management to our clients, in a fiduciary capacity. We go the extra mile to make sure our clients’ objectives are taken care of beyond their finances; we add our personal touch to every relationship our firm maintains. Our genuine desire to help individuals achieve their financial goals translates to excellent personalized service.


  • Our primary objective is providing service that is always in our clients’ best interest.
  • We are compensated on a fee-only basis, which means our only source of revenue is you, the client. We sell no products, and earn no commissions.
  • Our recommendations are objective, unbiased, and research driven.
  • We provide a full range of customized advisory and planning services, and strive for outstanding client satisfaction.
  • Clients have full access to our extensive referral network of outside professionals.


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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.

Stonegate Wealth Management, LLC / 393 Ramapo Valley Road / Suite 2 / Oakland, NJ 07436
info@stonegatewealth.com / Tel: (201) 791-0085 / Fax: (201) 625-6303
©Copyright 2012 Stonegate Wealth Management. All rights reserved.