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About Stonegate Investment Group
Stonegate Investment Group, an independent SEC-registered advisory firm, offers a comprehensive suite of services tailored to affluent clients with intricate financial landscapes. Their all-encompassing wealth management approach spans custom planning, astute asset management, and vigilant risk oversight, designed to preserve and amplify client wealth.
Distinguishing itself through institutional-caliber pricing without layered fees, Stonegate places emphasis on client-specific solutions. Their asset management entails independent decision-making based on comprehensive research, with a focus on plan-driven allocations and interactive portfolio construction.
In the realm of risk management, Stonegate prioritizes capital preservation, actively monitoring portfolios, conducting rigorous due diligence, and employing flexible strategies.
Furthermore, the firm extends its expertise into trusts and estates, ensuring a lasting legacy of wealth and values through efficient philanthropy and wealth transfer strategies. Collaborating seamlessly with clients' trusted advisors, Stonegate offers expanded capabilities encompassing philanthropic planning, alternative investments, liquidity planning, institutional consulting, and more.
At Stonegate Investment Group, a commitment to personalized, high-integrity wealth management underpins their mission to protect and grow the wealth of their discerning clientele.
Pricing options
Regulatory filings
Areas of specialty
- Wealth Management
- Asset Management
- Risk Management
- Trusts and Estates
- Philanthropic Planning
- Alternative Investments
- Liquidity Planning
- Institutional Consulting
More about Stonegate Investment Group
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 314889 | 11 |
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