Vision

Welcome to Stonegate Wealth Management, LLC

Stonegate Wealth Management, LLC is an independent Registered Investment Advisor located in Bergen County, NJ.  We have clients throughout the country and provide investment management and financial planning counsel to individuals and affiliated entities, trusts and corporate retirement plans.

• WE ARE FIDUCIARIES and must act in accordance with that standard.
• Our primary goal is to provide service that is in the best interest of our clients.
• We are compensated on a fee only basis and are not burdened by the need to sell specific investments or “products” in order to provide revenue.
• Our recommendations are objective, research driven and unbiased.
• We provide a full range of customized advisory and planning services and strive for outstanding client satisfaction.
• Risk and reward must be balanced when making investment and planning decisions.
• Stonegate’s staff is highly credentialed and frequently recognized on a national and local level for our achievements.
• Clients have full access to our extensive referral network.
• Continuous professional and personal growth are essential for all firm members.