Stonegate Wealth Management, LLC is a premier private wealth management firm based in Oakland, NJ. With a strong commitment to delivering the highest quality financial services, their team of experienced professionals goes above and beyond to ensure that clients' objectives are met beyond their finances. As fiduciaries, their sole focus is helping individuals reach their financial goals by providing personalized service and putting clients' needs first.
With a comprehensive range of services including investment management, financial planning, social security, and exit planning, Stonegate Wealth Management offers a personalized approach to help clients achieve the best return on their lives. Their team of experts, led by Senior Wealth Manager Thomas J. Geraghty, Jr., is dedicated to providing excellent service and helping clients navigate the complexities of wealth management. Trustworthy and reliable, Stonegate Wealth Management is committed to helping individuals and families secure their financial future.
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