Stonegate Wealth Management is proud of its reputation as a leading fee-only New Jersey financial advisory firm. Our best resources are our experienced financial experts, and the way we work.
Our firm is managed by financial and wealth management professionals with incomparable credentials and extensive finance industry experience.
Stonegate has earned recognition as one of the top investment advisory firms in the nation, with one team member named among the top 250 financial advisors in the U.S.
Our affiliations with the leading fiduciary organizations in the U.S. provide us with the professional credentials and expertise necessary to serve our clients through consulting, assessment, and education services.
Our highly trained and experienced financial professionals are committed to working in the best interests of the clients we serve. Stonegate is a NAPFA registered firm, which means we meet the highest membership standards for professional competency, client-focused financial planning, and fee-only compensation.
With the financial service industry in a state of radical transformation, Stonegate’s fiduciary experts are always one step ahead of the competitors when it comes to understanding rapidly changing legislation and regulation, particularly in new 401(k) retirement plan legislation, and putting that knowledge to work for you.
We do things differently than other financial firms, and many factors contribute to the Stonegate difference. Find out more about the Stonegate difference by visiting our Frequently Asked Questions page.
Our firm is managed by financial and wealth management professionals with incomparable credentials and extensive finance industry experience.
Stonegate has earned recognition as one of the top investment advisory firms in the nation, with one team member named among the top 250 financial advisors in the U.S.
Stonegate Wealth, LLC was built on the same high principles that guide our responsibilities to our clients.