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, investment management and 401K plan design.
At Stonegate Wealth Management, our vision is to deliver the highest quality private wealth management and 401(k) consulting services 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.
- Our staff is highly qualified and frequently recognized at the national and local levels for its achievements.
- Stonegate Wealth Management is committed to pursuing continuous professional and personal growth.
Stonegate Wealth Management, LLC / 393 Ramapo Valley Road / Suite 2 / Oakland, NJ 07436
/ Tel: (201) 791-0085 / Fax: (201) 625-6303
©Copyright 2012 Stonegate Wealth Management. All rights reserved.