Home

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.

Real People Real Solutions