Gary Hirsh

Senior Wealth Manager

garyh@stonegatewealth.com

Gary Hirsh CPA, CFP®, is a fee-only planner with Stonegate Wealth Management, a fee-only financial planning and registered investment advisory firm located in Northern NJ.  Our specialties include retirement planning, estate planning, and investment management. Gary began his professional career in 1979 as a CPA for Coopers & Lybrand. Gary realized that he enjoyed working with smaller clients and then worked with and became a partner with 3 accounting firms. In 1987, after the sudden passing of his father, Gary realized that there was a tremendous need for financial planning and investment advisory services for clients with varying net worth. Shortly thereafter, Gary earned his certificate in financial planning from Adelphi University. Previously, Gary earned his bachelor's degree in Accounting from the State University of New York at Binghamton where he graduated magna cum laude. In addition to being a CPA, Gary is a financial planning specialist. The integration of financial planning expertise and accounting and tax knowledge enables Gary to bring the firm’s clients a unique, multidimensional perspective on accounting, tax and financial and investment matters. Gary provides comprehensive financial planning, including the construction of investment portfolios to assist clients in reaching their goals, improving current tax positions while minimizing estate taxes and preserving wealth.  He provides advice in evaluating life insurance strategies, college planning, lifetime asset transfers, IRA distributions, long-term care alternatives and investment review with the goal of increasing wealth at manageable risk levels. 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.

stonegate logo

New Jersey:
393 Ramapo Valley Road Suite 2
Oakland, NJ 07436
Phone: (201) 791-0085
Fax: (201) 625-6303

Florida:
1990 Main Street, Suite 750
Sarasota, FL 34236
Phone: (941) 315-2102 Ext: 100

Subscribe to our newsletter to get the latest info from Stonegate Wealth Management


By submitting this form, you are granting: Stonegate Wealth Management, 393 Ramapo Valley Rd, Fl 2, Oakland, NJ, 07436, permission to email you. You may unsubscribe via the link found at the bottom of every email. (See our Email Privacy Policy (http://constantcontact.com/legal/privacy-statement) for details.) Emails are serviced by Constant Contact.