What distinguishes us from everyone else?
Our core management team: blends 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 and
Our Fee Structure: Stonegate is a fee-only Registered Investment Advisory firm (“RIA”). We do not earn any commissions for our advisory services.
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.
Recognition: Stonegate has been named one of the nation’s top 500 investment advisory firms, and our founding partner was named as one of the top 250 advisors in the country (Worth Magazine, 2008 click here for their selection methodology)! Stephen's Bio.