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Year End Tax Moves for 2015

One of our major goals is to help our clients identify opportunities that coordinate tax reduction with their investment portfolios. In order to achieve this goal, we stay current on ever-changing tax reduction strategies. This special report covers the details of many year-end tax strategies for 2015. Remember—every situation is different and not all strategies […]

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Jameson Van Houten CEO of Stonegate Capital Advisors Highlights recent Channel 3 News Interview

We are so excited to announce Jameson Van Houten, CEO of Stonegate Capital Advisors, was recently highlighted on Channel 3 AZ Family (KTVK). His interview shared insight on the “Sandwich Generation” and great tips to help plan for the future. Scottsdale, AZ – Jameson Van Houten, CFP® and Chief Investment Officer of the boutique Scottsdale firm Stonegate […]

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Jameson Van Houten Published in the Phoenix Business Journal June 2015 Ask the Financial Experts

June 2015- Check out the Wealth Management section of the Phoenix Business Journal’s 2015 Ask The Financial Experts for educational and relevant topics Q: I recently left my job. What should I do with my 401(k) savings? A: Changing jobs is an important life milestone but it also presents you with important life choices. After leaving an employer […]

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Jameson Van Houten Published in the Phoenix Business Journal May 2015 Ask the Financial Experts

May 2015- Check out the Wealth Management section of the Phoenix Business Journal’s 2015 Ask The Financial Experts for educational and relevant topics. Q: I’ve heard that the Fed may raise interest rates this year. What does that mean for my portfolio? A: The Federal Reserve has signaled that it is unlikely to raise rates […]

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Jameson Van Houten Published in the Phoenix Business Journal April 2015 Ask the Financial Experts

April 2015- Check out the Wealth Management section of the Phoenix Business Journal’s 2015 Ask The Financial Experts for educational and relevant topics. Q: What investments should I tap into once I retire? A: There are a lot of factors to consider beyond your portfolio as we are retiring earlier and living longer than any previous […]

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Jameson Van Houten CEO of Stonegate Capital Advisors Named Barrett Distinguished Alumni by Barrett The Honors College at Arizona State University

Please visit http://www.scottsdaleindependent.com/neighbors/scottsdale-ceo-honored-asus-barrett-honors-college/ to view the article in its entirety.   The Barrett Distinguished Alumni Awardis bestowed annually amongst alumni who demonstrate great academic, professional, and/or community achievements. Recipients of this prestigious award are selected by representative staff at Arizona State University’s Alumni Association, Barrett Leadership, and the Barrett Alumni Council. This year, Jameson Van […]

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Jameson Van Houten Published in the Phoenix Business Journal December 2014 Ask the Financial Experts

December 2014- Check out the Wealth Management section of the Phoenix Business Journal’s 2014 Ask The Financial Experts for educational and relevant topics. Q: Is there anything I can do to save on taxes before year end? A: While every situation is unique, there may be some year-end actions you can take to reduce you 2014 […]

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Jameson Van Houten Published in the Phoenix Business Journal Ask the Financial Experts

June 2014- Check out the Wealth Management section of the Phoenix Business Journal’s 2014 Ask The Financial Experts for educational and relevant topics. “Q: I am going through a divorce and concerned about the financial ramifications. What can I do protect myself for the future? A: Divorce can be an unsettling and stressful life event […]

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Jameson Van Houten, Published in Phoenix Business Journal’s Ask the Experts

  February 2014- Check out the Wealth Management section of the Phoenix Business Journal’s 2014 Ask The Financial Experts for educational and relevant topics. “Q: I am approaching retirement and would like to know my Social Security options. What should I do? A: Many people decide the optimal course of action is simply to apply […]

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Wish Ball Raises 2.7M

Stonegate Capital Advisors is proud to be apart of such a wonderful cause! Held annually, Wish Ball celebrates the mission of Make-A-Wish Arizona by raising funds to grant the future wishes of Arizona children with life-threatening medical conditions. If you haven’t already, please check out some great footage from 2014 Wish Ball held at The […]

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Community

 

community

Jameson Van Houten CEO of Stonegate Capital Advisors Named Barrett Distinguished Alumni by Barrett The Honors College at Arizona State University

Please visit http://www.scottsdaleindependent.com/neighbors/scottsdale-ceo-honored-asus-barrett-honors-college/ to view the article in its entirety.   The Barrett Distinguished Alumni Awardis bestowed annually amongst alumni who demonstrate great academic, professional, and/or community achievements. Recipients of this prestigious award are selected by representative staff at Arizona State University’s Alumni Association, Barrett Leadership, and the Barrett Alumni Council. This year, Jameson Van […]

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100 Wishes in 100 Days- Summer Challenge!

Stonegate Capital Advisors is proud to partake in this summer challenge! Make-A-Wish Arizona is working to grant 100 wishes in 100 days this summer. There are many ways you can help make that happen so we reach a record number of wish kids with life-threatening medical conditions. Visit Ways to Help at http://arizona.wish.org/ways-to-help  

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Jameson Van Houten attends The Great Wish Ball, Make-A-Wish Arizona

April 5, 2014 – Jameson Van Houten, CEO and President of Stonegate Capital Advisors and Board of Directors at Make-A-Wish Arizona, participated in The Great Wish Ball to promote a cause with a simple mission: “To grant the wishes of children with life-threatening medical conditions and to enrich the human experience with hope, strength, and […]

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Congrats to Make-A-Wish Arizona for funds raised!

  Congrats to Make-A-Wish Arizona for raising $82,000 January 18, 2014 at the Barrett-Jackson’s Car Auction! Jameson Van Houten, Board Member was on stage (under Fox Sports sign) to help and cheer for this wonderful cause! *funds raised will benefit future Arizona wishes*        

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Jameson Van Houten Published in AZ Business Magazine

January- February 2014 Check out the  Az Business Magazine Wealth Management section. Jameson Van Houten President and founder of Stonegate Capital Advisors was featured in the AZ Business Magazine January/ February 2014 edition of the Wealth Management: Emerging Leaders section. (2014 January- February). Wealth Management. AZ Business p .52  

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Jameson Van Houten Volunteers for Phoenix Financial Planning Day!

  Phoenix, AZ (October 2013)- Jameson Van Houten, CFP® & Joe Kalmonovitz, CFP® at Stonegate Capital Advisors participated as a volunteer for the Phoenix Financial Planning Day at the John F. Long Family Service Center.       What is Financial Planning Day? Phoenix Financial Planning Day is an event open to the public where attendees […]

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Jameson Van Houten Executive Board Member Paradise Valley, AZ

Jameson Van Houten serves as an Executive Board Member of Personal Appeals & Public Safety Retirement Plan for Paradise Valley, Arizona.

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Jameson Van Houten Published in The Wall Street Journal’s August Wealth Advisor Section

Be sure to check out The Wall Street Journal’s  2013 Wealth Advisor section “Boosting a Widow’s Retirement Savings” article. http://online.wsj.com/article/SB10001424127887324619504579030642474018008.html Wall Street Journal .  (2013): 1-2. Web. 23 Aug. 2013.        

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JAMESON VAN HOUTEN SEES THE IMPACT OF A WISH FIRST HAND

March  2013- Board Member Jameson Van Houten, CEO of Stonegate Capital Advisors, had a very special board orientation when wish kid Luis, 20, came by the wish house to pick up his new Macbook Air. Luis lives with renal disease, and was first referred to Make-A-Wish Arizona in 2007. His wish? A new Macbook Air that […]

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Awards

 

awards

TOP INDEPENDENT ADVISORS SUMMIT

JAMESON VAN HOUTEN & JOSEPH KALMANOVITZ AMONG “BEST OF BEST” FINANCIAL ADVISORS ATTENDING BARRON’S Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Financial Advisors and Industry Decision Makers   Scottsdale (March 23, 2015)—Jameson Van Houten, CEO & Joseph Kalmanovitz, Director of Advisory Services attended the seventh-annual Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine […]

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Jameson Van Houten CEO of Stonegate Capital Advisors Named Barrett Distinguished Alumni by Barrett The Honors College at Arizona State University

Please visit http://www.scottsdaleindependent.com/neighbors/scottsdale-ceo-honored-asus-barrett-honors-college/ to view the article in its entirety.   The Barrett Distinguished Alumni Awardis bestowed annually amongst alumni who demonstrate great academic, professional, and/or community achievements. Recipients of this prestigious award are selected by representative staff at Arizona State University’s Alumni Association, Barrett Leadership, and the Barrett Alumni Council. This year, Jameson Van […]

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Congratulations to Jameson Van Houten, Named Top 40 Under 40 by Phoenix Business Journal!

Jameson Van Houten, CEO of Stonegate Capital Advisors, Named Top 40 Under 40  Stonegate Capital Advisors is proud to announce that Jameson Van Houten was recently named Top 40 Under 40 by Phoenix Business Journal for 2014.  Scottsdale, Arizona – Stonegate Capital Advisors is a leader in providing wealth management services in the Valley. Stonegate […]

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Stonegate Capital Advisors Ranks Top 18 Independent Investment Advisors of 2014

    April 18, 2014 – Congratulations! Stonegate Capital Advisors Ranks Top 18 Independent Investment Advisors of 2014!!  Stonegate Capital Advisors continues to gain recognition for its work in the Valley. For the fourth straight year, Stonegate was named among the Top 24 Independent Investment Advisers by the Phoenix Business Journal. The order of the […]

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Jameson Van Houten & Joe Kalmanovitz Invited to Barron’s Top Independent Advisors Summit

JAMESON VAN HOUTEN AMONG “BEST OF BEST” FINANCIAL ADVISORS ATTENDING BARRON’S TOP INDEPENDENT ADVISORS SUMMIT Phoenix (March 19, 2014) – Jameson Van Houten, President and Chief Investment Officer at Stonegate Capital Advisors, attended  Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to […]

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Jameson Van Houten Published in AZ Business Magazine

January- February 2014 Check out the  Az Business Magazine Wealth Management section. Jameson Van Houten President and founder of Stonegate Capital Advisors was featured in the AZ Business Magazine January/ February 2014 edition of the Wealth Management: Emerging Leaders section. (2014 January- February). Wealth Management. AZ Business p .52  

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Jameson Van Houten Invited to Barron’s Top Independent Advisors Summit

ORLANDO (March 6, 2013)—Jameson Van Houten, CFP®, attended the fifth-annual Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public.  The exclusive, invitation-only conference is designed to promote best practices and generate new ideas across the industry.  Attendees conducted workshops […]

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