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Stonegate in the News

 

August 2008 Steve Named as Top Advisor by Worth Magazine

WORTH Magazine has recognized Steve Craffen, MBA, CFA, Stonegate Wealth Management, Inc., as one of an elite group of wealth advisors. Advisors are chosen for their expertise, integrity and dedication to the field of wealth management. The list of only 250 individuals across the country will be published in the October/November 2008 issue of WORTH magazine. Hundreds of advisors vie for the honor. The executives selected for the honor are the result of months of extensive research and rigorous analysis by WORTH Magazine's staff.

The professionals who earn this distinction are chosen for their outstanding expertise, insight, trustworthiness and commitment to their clients' needs. The magazine says this exclusive group of executives represents the very finest that the wealth management profession has to offer.

July 2008 Third Party Endorsement Received

Stonegate Wealth Management, Inc., received the third party endorsement as a top New Jersey advisory firm in two industry magazines for financial professionals, Investment Advisor Magazine, (www.ia-mag.com) and Wealth Manager magazine (www.wealthmanagermag.com). 

May 1, 2008 Steve Elected to Regional Board of the National Association of Personal Financial Advisors (NAPFA)

Steve Craffen was elected to serve on NAPFA's Eastern Regional Board. He will serve as study group director for the eastern region. Board members serve for a term of two years. Read his NAPFA Comprehensive Financial Manager Diagnostic.

April 15, 2008 Tom Quoted in Kipplingers Retirement Report

Tom Geraghty was quoted in the April 2008 edition of Kipplingers Retirement Report. Tom discussed how retirees can set up an automatic "paycheck" from their portfolio when they retire.

The Stonegate Partners, Tom Geraghty, Steve Craffen and Craig Marsden are frequent and reliable sources for the financial media.  Below is information on articles where they have been used as sources.  Click on the link to read the full article:

December 3, 2007 Tom Geraghty

Investment NewsRetirees and pre-retirees satisfied with advisors,”  by Lisa Shidler