About Stonegate Wealth Management

Stonegate Wealth Management is a fee-only financial planning and registered investment advisory firm located in Northern NJ.  Our specialties include retirement planning, estate planning, and investment management.

Our Vision

At Stonegate Wealth Management, our vision is to deliver the highest quality private wealth management to our clients, in a fiduciary capacity. We go the extra mile to make sure our clients’ objectives are taken care of beyond their finances; we add our personal touch to every relationship our firm maintains. Our genuine desire to help individuals achieve their financial goals translates to excellent personalized service.

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