Our Core Management Team
Our senior wealth managers have a combined 100+ years of significant financial industry experience with advanced training in diverse but related fields. While our “job” is wealth management, we never forget that our passion is in building relationships with our clients.
Our effectiveness as wealth managers results from the execution of soundly structured customized financial plans and long-term personalized relationships with our clients.
Stonegate’s clients are individuals, families, and corporate retirement plans with considerable investment assets. Our clients are typically well informed and knowledgeable.
Our Research Approach
Our advanced planning strategies and investment management methodology are based on our extensive knowledge of the latest research.
The Fiduciary Standard
As fiduciary’s we must act only in your interest. This contrasts favorably to the “Suitability” standard under which commission based advisors operate.