Thomas Geraghty (AFC, CFP®, CPA/PFS, CRPC®)

Planning Specialties

Thomas J. Geraghty Jr. is a Partner and Senior Wealth Manager with Stonegate Wealth Management. An experienced financial planner with more than twenty-five years experience, he is dedicated to providing financial, estate and tax planning services. Tom focuses on the client’s agreed upon financial goals. He will typically bring together a professional team to generate both short-term and long-term solutions. His personal communication skills and professional acumen benefit the firm’s clients in the following ways:

• Identify current deficiencies
• Create an integrated financial / life plan
• Mitigate complex financial problems
• Reduce significant estate planning challenges
• Recommend and implement changes
• Monitor progress and readjust as needed to ensure long-term success