The Stonegate Difference

What distinguishes us from everyone else?

Our Core Management Team: Our senior wealth managers have a combined 100+ years of  significant financial industry experience with advanced training in diverse but related fields. While our “job” is wealth management, we never forget that our passion is in building relationships with our clients.

Our Principles: Our effectiveness as wealth managers results from the execution of soundly structured customized financial plans and long-term personalized relationships with our clients.

Our Clients: Stonegate’s clients are individuals, families and corporate retirement plans with considerable investment assets. Our clients are typically well informed and knowledgeable.

Our Research Approach: Our advanced planning strategies and investment management methodology are based on our extensive knowledge of the latest research.

Our Fee Structure: Stonegate is a fee-only Registered Investment Advisory firm (“RIA”). We do not earn any commissions for our advisory services. Click here to view our NAPFA profile.

Our Professional Staff: We are proud of our collective credentials and the practical experience possessed by the members of our firm.

The Fiduciary Standard: As fiduciary’s we must act only in your interest. This contrasts favorably to the “Suitability” standard under which commission based advisors operate.

National Recognition: Stonegate has consistently been recognized as one of the top investment advisory firms in the country. We have received the following media recognition:

• Wealth Manager Magazine listed Stonegate Wealth Management as one of the top wealth managers in the country the past five years consecutviely (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).

• Consumer Research Council of America listed Cary Carbonaro as one of America's top financial planners the past six years consecutively (2005-2010).

• Ed Slott's Elite IRA Advisor Program has awarded the title of Master Elite IRA Advisor to two members of our firm, Thomas Geraghty and Cary Carbonaro.

 Learn more about Stonegate Wealth Management