Stonegate Wealth Management in Sarasota is a Fee-Only Investment Management and Financial Planning firm serving Sarasota, Bradenton, Longboat Key and Tampa. The advisors at the firm are unique in being among the most financially educated and experienced in the nation, having advised CEOs of large and small businesses, individuals and families. The firm is especially expert in serving retirees, families in transition and widowed/divorced women.
As 100% fiduciaries, the partners at Stonegate believe superior education/experience is required to advise clients in what is best for them. For this reason, every staff member at Stonegate holds a university degree and a CFP® as the minimum educational requirements to work at the firm. Clients are served by a team of highly qualified professionals, including CFPs®, CFAs, CHFC/CLUs, CPAs, MBAs, PhDs, published authors and academics in the personal finance domain.
Our Sarasota office is directed by one of our partners, Dr. Laura Mattia. (Read her bio here: (Laura Mattia PhD.) Dr Mattia specializes in retirement planning and she is a member of Stonegate’s investment committee. She specializes in:
- 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!”
As scholars, studying investment theory and working with nationally-known PhD’s, Stonegate uses advanced theory beyond the 1990 Nobel-Prize winning principals of asset allocation and risk management. Our investment approach involves empirically proven, cutting-edge techniques to deliver return and income with less risk. As independent scholars and known industry thought leaders, we collaborate with other industry leaders to continuously enhance our approach.
Decades of financial education and experience allows for a robust understanding of the plethora of strategies and products. This knowledge allows for thoughtful and customized financial planning and advisory services, dependent upon your unique needs.
About Laura Mattia, Ph.D., CFP®, MBA
Dr. Mattia moved from New York city metro area in 2014 where Stonegate Wealth Management has been headquartered since 1992. Within five years she has created a new degree at USF in Personal Financial Planning – usf.edu., participated as Treasurer at Pine View school in Osprey, worked as a volunteer at Safe Place and Rape Crisis Center (SPARCC) and the Women’s Resource Center (WRC), served as a board member of the Suncoast Financial Planning Association (FPA) and has offered several free Women’s Money Empowerment workshops for local women wanting to improve their financial decisions. Her work in the community has not gone unnoticed and she was recognized as an Amazing Suncoast Woman by Suncoast View (ABC7) Television in Sarasota. Dr. Mattia feels she is truly fortunate to call Sarasota home and continues to look for opportunities to support the community.