& SOPHISTICATED PLANNING
ON A HIGHLY PERSONALIZED LEVEL TO MEET THE UNIQUE NEEDS OF EACH FAMILY, INDIVIDUAL, ESTATE & BUSINESS.
Stonegate Financial Group is an independent Registered Investment Advisor (RIA), and its principals, have provided wealth management services to Institutions, Businesses and Wealthy Individuals for over 50 years.
We work closely with our clients to help them build wealth, reduce taxes and leave a legacy for their families and communities. We have the licenses and certifications of a stockbroker, Certified Financial Planner and Investment Advisor Representative.