Stonegate Wealth Managers

Our Vision and Approach

At Stonegate Wealth Management, LLC, our vision is to deliver exceptional private wealth management to our clients through a personalized and fiduciary approach. We go beyond simply managing investments to proactively understanding your goals and aspirations. Our dedicated team works closely with you to create a customized plan that aligns with your unique financial needs and aspirations.

Fiduciary Expertise

As a fiduciary firm, we hold ourselves to the highest ethical standards. This means we always act in your best interests, placing your needs ahead of our own. We adhere to the NAPFA Code of Ethics, which outlines our commitment to transparency, objectivity, and putting your needs first.

Comprehensive Wealth Services

We offer a broad range of services designed to address every aspect of your financial life. Our services include:

- Investment Management

• Customized portfolio design and management
• Regular portfolio reviews and rebalancing
• Allocation of investments consistent with your risk tolerance and goals

- Financial Planning

• Comprehensive financial plan development
• Goal setting and prioritization
• Retirement planning
• Estate and trust planning
• Tax planning and optimization

- Social Security Planning

• Comprehensive analysis of your Social Security benefits
• Maximizing your benefits through different claiming strategies
• Guidance on eligibility for special programs and benefits

- Exit Planning

• Succession planning for businesses and individuals
• Strategies for tax-efficient asset transfer
• Guidance on philanthropic planning and charitable contributions

Personalized Attention and Experience

Our experienced team combines practical knowledge with personalized attention to provide an exceptional client experience. We take the time to understand your unique needs, goals, and aspirations. We believe in open communication, regular updates, and proactive problem-solving.

Join Our Community

At Stonegate Wealth Management, we foster a supportive and collaborative environment where personalized attention meets comprehensive wealth management. We encourage you to connect with our team and discover how we can help you achieve your financial goals and secure your financial future.