Stonegate Wealth Management, LLC, Financial Planning Services in Northern New Jersey

A Wealth Management Team
that works for YOU!

Stonegate Wealth Management, LLC is a fee-only wealth management firm. We do not receive payments from any third parties--we only work for you.

We are committed to providing you with the most comprehensive wealth planning services. Thus we will review all aspects of your financial circumstance including but not limited to: insurance, estate planning, retirement planning, education planning, etc.

We provide asset management services with portfolios designed to match your particular needs, goals and risk tolerance. We spend a great deal of time understanding your unique needs and tailoring the portfolio to greatly increase the odds you will meet all your goals. Since our selection of investment vehicles is unencumbered by the influence of commissions we can choose the best vehicles available from the thousands of options. We actively work to minimize the costs to our clients and act as your advocate.

Please note that our wealth management services are most appropriate for those with over $1,000,000 in invested assets.

Few firms have a team with our depth of knowledge and experience. Our team, headed by our founders includes CPA’s, Certified Financial Planners (CFP), and Chartered Financial Analyst Charter holders (CFA) and an attorney (JD). We also have advanced degrees in Finance (MBA) and Financial Planning (MS in Financial Planning).

We invite you to review this web site. Please pay particular attention to the page that describes our services in detail and how they may benefit you. Also take a look at the page titled “Frequently asked Questions,” and the page describing how our services benefited some of our clients, Case Studies.

Your Team

Thomas J. Geraghty, Jr. CPA, CFP^®, CDFA, CRPC, is a Partner and Senior Wealth Manager with Stonegate Wealth Management LLC. Click here to learn more about Tom.

Stephen C. Craffen, B.E., MBA, M.S., CFA, ChFC, CLU, NAPFA - Registered Financial Advisor, is a Partner and Senior Wealth Manager with Stonegate Wealth Management. Click here to learn more about Stephen.

Craig R. Marson JD, CPA, is a Partner and Senior Wealth manager with Stonegate Wealth Management. Click here to learn more about Craig.

Charles R Fridinger, CFP®, QPA, QKA, is a Senior Vice President at Stonegate Wealth Management. Click here to learn more about Chuck.

Kim Viscuso, is working towards obtaining CFP® certification, and assists with financial planning and all aspects of client relations at Stonegate Wealth Management. Click here to learn more about Kim.

Peggy Braun, is the Client Relations Manager at Stonegate Wealth Management. Click here to learn more about Peggy.

Learn more about the Professional Designations
earned by the Stonegate Team