Thomas J. Geraghty, Jr.

tomg@stonegatewealth.com

Thomas J. Geraghty Jr. is a Partner and Senior Wealth Manager with Stonegate Wealth Management. An experienced financial planner with more than twenty-five years experience, he is dedicated to providing financial, estate and tax planning services. Tom focuses on the client’s agreed upon financial goals. He will typically bring together a professional team to generate both short-term and long-term solutions. His personal communication skills and professional acumen benefit the firm’s clients in the following ways:

  • Identify current deficiencies
  • Create an integrated financial / life plan
  • Mitigate complex financial problems
  • Reduce significant estate planning challenges
  • Recommend and implement changes
  • Monitor progress and readjust as needed to ensure long-term success