Stonegate Wealth Management LLC in Fair Lawn, New Jersey (NJ)

813-637-0000 (Tampa Florida Office)
646-388-1460 (New York Office)
888-768-0202 (Toll Free)
201-625-6303 (Fax)
,moc.htlaewetagenots@gmot (Senior Wealth Manager)
,moc.htlaewetagenots@bekim (Financial Advisor)
http://www.facebook.com/pages/Stonegate-Wealth-Management/107578469277589?ref=ts (Facebook)

As a registered investment advisor and fee only planners, we can help you succeed in planning for retirement and achieving your financial goals.

Stonegate Wealth Management is a dedicated team of veteran advisors that will guide you through every aspect of the wealth management process. Located in Northern NJ, Stonegate offers financial planning services to a wide array of clients to whom we provide investment advice, portfolio management, general wealth management and 401(k) fiduciary 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), Masters in Financial Services (MS), and Attorney (JD). While our work is based upon numbers, our services are based upon our clients' real, every day needs. We invite you to review our web site for real case studies.

Headquarters

$1,500,000 - $1,750,000

5 to 9

31

Stonegate Wealth Management's main office is in Fair Lawn New Jersey with additional offices in Huntting New York and Tampa Florida. Custodial assets held with Schwab, Fidelity and TD Ameriatrade.