Stonegate Financial Group

Headquartered in Arizona, Stonegate Financial Group offers personalized wealth management and planning solutions that emphasize tailored portfolio structures for individuals and small businesses. Their principals meet with clients on a quarterly basis, at which time the investment portfolio is thoroughly reviewed, and allocation strategies are adjusted to reflect current and long term objectives, as well as market trends. Through continual implementation and development, the firm strives to provide clients with a comfortable lifestyle as they move toward retirement.

In addition to serving the needs of high-net-worth individuals, the Stonegate team provides businesses with dedicated services that range from tax planning to strategic review of the corporate structure. The firm also undertakes dedicated cost-benefits analysis and assists in designing optimal qualified retirement plans. In cases where independent tax, accounting, and legal advice is required, the firm works to coordinate its offerings with the client’s full range of professional advisors. More about Stonegate’s financial offerings is available at http://stonegatefg.com.