At Stonegate Wealth Management, our vision is to deliver the highest quality private wealth management to our clients, in a fiduciary capacity. We go the extra mile to make sure our clients' objectives are taken care of beyond their finances; we add our personal touch to every relationship our firm maintains.
As a fiduciary, our sole focus is you reaching your goals. We accomplish this by putting your needs ahead of ours. Our genuine desire to help individuals achieve their financial goals translates to excellent personalized service. Subscribe to our newsletter and stay updated on the latest developments and special offers!
As a fiduciary, our sole focus is you reaching your goals. We accomplish this by putting your needs ahead of ours. Our genuine desire to help individuals achieve their financial goals translates to excellent personalized service. Subscribe to our newsletter and stay updated on the latest developments and special offers!
Services
Stonegate Wealth Management, LLC is a Registered Investment Advisor located in Cary, North Carolina. We abide by a Fiduciary Standard which ensures we act in our client's best interest. We disclose how we are compensated and adhere to the NAPFA Code of Ethics. We offer a full range of wealth advisory services including financial planning, trust and estate planning, investment advice, portfolio management, and tax planning.
Individuals with the CFP designation have passed a demanding exam that covers all facets of financial planning, including investments, individual and estate taxes, insurance, retirement planning, and estate planning. A CFP must have completed college and three years of financial industry experience.
We want to provide you with the best, unbiased advice. Since we are fee-only, we do not accept any compensation or commission from third parties. We will rebalance your portfolio as needed to mitigate risks and to avoid weighting the portfolio too heavily with one asset class. We will keep you up-to-date on your investments and progress towards goals through frequent contact with your advisor and quarterly reports.
Most in the financial services industry focus almost exclusively on return on investment- how much do you have and how much did it earn? At Stonegate Wealth Management, we attend to the Return on Investment (ROI) concern, however our first focus is on a more important matter, RETURN ON LIFE (ROL) which asks, "are you getting the best life possible with the money you have?"
Managing your invested assets is an important part of our services. We consider the completion of a detailed financial analysis the first step in a process that concludes with a plan to properly manage your assets in a fashion that is mindful of your goals, and your ability to withstand market fluctuations.
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