Proven & Unconstrained Wealth Management
We are an independent investment management firm committed to working with you to mitigate risk, protect and grow your wealth and empower you with the freedom to pursue your passions.
Stonegate offers full-service investment management capabilities through a multi-family office structure to actively mitigate risk and protect your wealth.
decades of experience navigating market cycles
open architecture with broad array of solutions
tailored planning with white-glove service
multi-family office serving a select group of clients
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.
customized, disciplined and structured
focus on return of capital first – followed by return on capital
shaping a legacy of wealth and values
collaborate with your accountants, attorneys and other trusted advisors
