The Stonegate Difference

What distinguishes us from everyone else?

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 Principles

Our effectiveness as wealth managers results from the execution of soundly structured customized financial plans and long-term personalized relationships with our clients.

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.

Our Fee Structure

Stonegate is a fee-only Registered Investment Advisory firm (“RIA”). We do not earn any commissions for our advisory services. Click here to view our NAPFA profile.

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.

Ready to get started?

Contact Us
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New Jersey:
393 Ramapo Valley Road Suite 2
Oakland, NJ 07436
Phone: (201) 791-0085
Fax: (201) 625-6303

1990 Main Street, Suite 750
Sarasota, FL 34236
Phone: (941) 315-2102 Ext: 100

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