Stonegate Wealth Management, LLC is a Registered Investment Adviser (RIA) firm based in New Jersey. As a fiduciary, the company is legally and ethically bound to act in its clients' best interests. It operates on a fee-only model, meaning its revenue comes directly from clients rather than commissions on financial products, which helps to minimize conflicts of interest. The firm's core services include personalized financial planning, investment management, retirement planning, and estate planning, all designed to help individuals and families achieve their long-term financial goals.

Founded in

United States