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Who We Are

Stonegate Capital Advisors is an independent, boutique wealth management firm that blends sophisticated institutional portfolio management strategies with a wide range of consulting and planning services. Stonegate provides a comprehensive suite of investment and wealth management solutions to meet the unique needs of high net-worth individuals, business owners and institutions. Our research-driven, time-tested strategies are managed by our Investment Committee, a team of dedicated Advisors with decades of wealth management experience, and seek attractive returns across global capital markets while actively managing risk, minimizing costs, and focusing on tax efficiency.

We integrate comprehensive financial planning, estate planning and business planning, to offer prudent solutions and actionable advice tailored to your unique circumstances. This holistic planning approach enables you to evaluate your goals and decisions across multiple areas and periods of importance in your life, building a lasting relationship and truly setting us apart as your Trusted Advisor. Our passionate and experienced team is committed to providing you unparalleled personalized advice, service, education, and communication that will exceed your expectations not only today, but well into the future.

 

As Featured In…

Stonegate in Business Journal

  • Listed on: ‘The List: Top 18 Independent Investment Advisors of 2014’ by Phoenix Business Journal
  • Awarded Phoenix Business Journal’s Top Leaders 40 Under 40
  • Semi-Finalist for 2011 Spirit of Enterprise Entrepreneurial Leadership Award by WP Carey School, Arizona State University
  • Featured in numerous publications including Wall Street Journal, AZ Business Magazine, and Phoenix Business Journal