The Stonegate Story

Built to Preserve Wealth and Unlock Unique Growth Opportunities

Stonegate Investment Group is an independent SEC-registered investment advisory firm that works with a select group of clients who have amassed significant assets and continue to put their wealth to use in amazing ways on behalf of their families, communities and the world.

Our Mission

Delivering unconstrained advice and highly personal wealth management and investment solutions to achieve your goals.

Our Vision

Collaborate with clients to protect, grow and transfer wealth and family values for generations to come.

Our Mission

Delivering unconstrained advice and highly personal wealth management and investment solutions to achieve your goals.

Our Vision

Collaborate with clients to protect, grow and transfer wealth and family values for generations to come.

Why Stonegate

Our service approach is the continuation of the same high-touch, high-quality and high-integrity client experience we have become known for over the decades.

Fiduciaries committed to your best interests
Objective advice with greater transparency and reporting
Open architecture with access to a broader array of solutions
Advanced research and technology to enhance your experience
Freedom to pursue non-traditional investment opportunities
Leading custody and compliance partners to safeguard assets