Broker Check

The Stonegate Experience

A Dependable Four-Step Process to Define and Direct Your Path


As we begin our relationship with you, our team seeks to obtain clarity on where you are today and where you hope to be tomorrow. Detailed conversations regarding your personal and financial goals serve the dual purpose of granting us an intimate look at your life and laying the groundwork for your holistic plan. Once we’ve explored your high-level objectives and philosophies, we dive deeper into your financial situation to determine how we can help you navigate the road ahead.


Performing due diligence, we’ll gather and examine information relevant to your current financial situation. Your existing insurance providers, CPAs, and attorneys may be called upon to aid us in filling in gaps and uncovering areas to improve. Then, we invite you back to our office to discuss our suggestions, answer your pressing questions, and outline our next actions.


After we’ve taken the time to educate you on all of our recommended strategies, we’ll bring your plan to fruition using the many resources available to us through industry leading research and our professional associations. Our advisors will make every effort to seamlessly transition your assets and employ investment strategies intended to meet and exceed your expectations.

Ongoing Monitoring

The financial plan we build on your behalf is not a snapshot in time, rather it’s a moving picture. As such, it’s essential we revisit it at each of our meetings to confirm it still supports your vision. Periodic reviews and frequent communication will help us stay abreast of any changes in your life and keep you informed of market trends.

Contact Us To Set Up An Initial Consultation