Welcome To Stonegate

Our independence allows us to fulfill our mission by taking an unconstrained, customized and highly personal approach to achieve your goals.

Stonegate offers full-service investment management capabilities through a multi-family office structure to actively mitigate risk and protect your wealth.

The Stonegate Difference

Team Approach

decades of experience navigating market cycles


open architecture with broad array of solutions


tailored planning with white-glove service

Personal Touch

multi-family office serving a select group of clients


Highly Personal Experience

We deliver tailored planning, objective investment advice and comprehensive wealth solutions to help clients achieve immediate and longer-term goals. We also provide multi-family office services to understand and manage each client’s complete and evolving needs, including full coordination with their accountants, attorneys and other trusted advisors.

Asset Management

customized, disciplined and structured

Risk Management

focus on return of capital first – followed by return on capital

Trusts and Estates

shaping a legacy of wealth and values

Expanded Capabilites

collaborate with your accountants, attorneys and other trusted advisors


Experienced and Proactive


Experienced and Proactive