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

Thomas Geraghty focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Divorce Planning
  • Entrepreneurs
  • Estate & Generational Planning Issues

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 

Additional Information

PROFESSIONAL AFFILIATIONS

NAPFA Start Date

July 19, 2017

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

2500 Regency Pkwy Cary, NC 27518-8549 Phone: (919) 659-0388
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