Stonegate Wealth Management, LLC

Stonegate Wealth Management, LLC, is a dedicated team of veteran advisors that will guide you through every aspect of the wealth management process. Located in Northern New Jersey and Sarasota Florida, Stonegate offers financial planning services to a wide array of clients to whom we provide investment advice, portfolio management, and general wealth management services. We are comprised of multiple levels of expertise, and our credentials include Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Masters in Business Administration (MBA), a Masters in Financial Services (MS), and a PhD in Financial Planning. We believe strongly in continuing education, and all of our partners regularly update those credentials to enhance our financial planning and wealth management skills. Stonegate's investment advice, portfolio management, and general wealth management services are all offered for real world, real life situations. While our work is based upon numbers, our services are based upon our clients' real, every day needs. Tax analysis, estate planning, investment strategies, divorce settlement counseling and guiding the complex challenges faced by our clients to address real world, every day needs. We invite you to review our web site and click on one or all of the case studies offered there, as they accurately describe the financial planning, investment management, tax, retirement and estate planning challenges we have worked on with our clients.