Financial Planning Services

Stonegate Wealth Management, LLC, is a team of veteran advisors that will guide you through every aspect of managing your wealth. We offer a full range of private services, including financial planning, trust and estate planning, investment advice, portfolio management, tax planning, and general wealth management.

In addition to our private services, we offer employee benefit administration, including our new Stonegate 401K – a fully disclosed, low cost product with strong fiduciary oversight. Investments in the Stonegate 401K are made in partnership with industry leader and innovator Charles Schwab.

Stonegate distinguishes itself by providing quality financial services supported by progressive knowledge, technical excellence, resourcefulness, and intense commitment by staff professionals. Our staff is comprised of multiple levels of credentials and experience, including Certified Financial Planner, Chartered Financial Analyst, Certified Public Accountant, and Attorney (JD). To provide a complete range of services to clients, we work with a group of the most talented tax planners and attorneys in the country.

Stonegate is large enough to offer you the best global wealth management services available. Yet, we are small enough to care about you. Our goal is to develop a long-term relationship with each client. Stonegate is proud to say that our major source of new clients is current clients. In fact, many of our clients are families that have worked with us from one generation to the next. We believe this loyalty reflects our commitment to the individual attention that we offer each and every client.

Investment Management

Stonegate Wealth Management, LLC, actively manages client investment strategies with both short and long term goals as identified in consultation with our clients. Our investment management services are unencumbered by the imbedded costs and biases created by a commission or product based approach. Our management fee is a set percentage of the assets managed. As a result, our compensation is not based upon the sale of any particular product.

Stonegate has strategic relationships with many other professionals and service providers in disciplines that complement our core expertise. Consequently, our clients have access to investments that are not available to the general public through these institutional relationships.

Our Investment Process

 Other Financial Planning and Investment Management Services

Tax analysis, estate planning, investment strategies, divorce settlement counseling and guiding the complex challenges faced by non-traditional couples as they address real world, every day needs. As one's wealth increases, so does the need for tax anticipation and planning, and Stonegate is well experienced in offering that guidance necessary to navigate through the realities of death and divorce.

Please feel free to contact us for an initial consultation

 

Real Life, Real Solutions

We invite you to click on one or all of the case studies offered here, as they accurately describe the financial planning, investment management, tax, retirement and estate planning challenges we have worked on with our clients.  We have also included a case study on the particular challenges faced by an unmarried couple.  You will also find the solutions we have designed and implemented at their request, and the outcome of our careful attention to detail and effort to meet the needs and desires of our clients.

401(k) Rebalancing: Unguided Missiles
It’s a great idea to get professional help rebalancing your 401(k) account.   Without rebalancing, you may set yourself up for a significant downturn when the market goes against your largest holding.

Highly Compensated, Busy Executive
Ignoring their financial affairs is a common problem for corporate executives. A proper plan should include an investment strategy for all assets, proper legal documents, and knowledge about when they can afford to retire.

Individual Who Retired Early
A market downturn can impact net worth for recently retired couples.  Adequate diversification is essential to avoid a net worth decline early in a retirement, when it can hurt financial security the most. 

Read other case studies here....