Stonegate Wealth Management, LLC is a Registered Investment Advisor (“RIA”). We are registered with the Securities and Exchange Commission and assume Fiduciary Responsibility for our counsel. The Fiduciary Standard that we abide by ensures that we act in the client’s best interest, disclosing how we are compensated, and that we abide by a Code of Ethics and disclose any conflicts to the client.
Through our Wealth Management Division: 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.
Through our Qualified Plan Division: Stonegate also offers investment advisory and administrative services to employer sponsored retirement plans. Our plan designs focus on and implement cost effective solutions to employers managing a wide range of investment capital and participant levels. We provide the Trustees with the means to efficiently satisfy their fiduciary obligation to plan participants. Plan participants benefit from low cost, well diversified investment options.
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, Certified Public Accountant and Attorney.
Our firm is large enough to enjoy “institutional” pricing power and avoid more expensive retail options. Yet, we are small enough to provide customized wealth management on an extremely personal level. We are proud to say that the majority of our new clients are referrals from current clients. In fact, many of our clients are families that have worked with us from one generation to the next. These family units trust us to provide advice, wherein we have considered its impact on multiple generations.