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Stonegate Wealth Management, LLC is a nationally recognized 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 investment portfolios with less volatility
- Provide for their children and grandchildren
We help firms and their employees maximize the value of their company retirement plan by:
- Assessing the firm's retirement plan needs
- Acting as a named fiduciary to the plan sponsor
- Providing access to world-class institutional investment options
- Educating plan participants
(See Qualified Plans for more information)
We have received the following media recognition:
- Wealth Manager Magazine listed us as one of the top wealth managers in the country (2006-2010).
- Worth Magazine listed Stephen Craffen, as one of the top 250 financial advisors in the country (2008).
- FA Magazine ranked Stonegate Wealth Management as one of the top RIA's in the country (2010).
We invite you to view case studies , articles, and news clips to learn more about how we can help you.

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