Sarasota Office

Stonegate’s Sarasota Office: Fee-Only Financial Planning and Investment Advisory Serving Florida

Our Sarasota office is directed by one of our partners, Dr. Laura Mattia. (Read her bio here: (https://www.stonegatewealth.com/bio/543/.) Dr Mattia specializes in retirement planning and she is a member of Stonegate’s investment committee. She specializes is:

  • Planning for women
  • High net worth couples
  • Couples in Transition
  • Creating income for people in retirement

“I am frustrated by financial advisors who don’t have the necessary education or certifications, who aren’t familiar with the Sarasota community and who do not serve their clients as fiduciaries 100% of the time. I care about my clients and enjoy helping them make financial decisions that improve their lives. I was recently recognized as an Amazing Suncoast Woman. It was a tremendous honor and very humbling!”

 

Laura recently was asked to give a TEDx talk:

If you would like to speak with Laura or schedule a meeting with her please call our Sarasota office at (941) 315-2102 Ext: 100.