Senior Wealth Manager
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.
Gary is a member of the American Institute of Certified Public Accountants as well as the New York and New Jersey State Society of Certified Public Accountants. Gary is also a member of the National Association of Personal Financial Advisors, (NAPFA). NAPFA is the nation's premier organization of Fee-only financial advisors. NAPFA members adhere to a strict code of ethics and sign an oath stating they will not accept compensation from any third party and will not accept commissions of any kind.