Stonegate Financial

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 […]

Joe Kalmanovitz Published in Phoenix Business Journal’s November 2013 Ask the Experts

November 2013- Check out the Wealth Management section of the Phoenix Business Journal’s 2013 Ask The Financial Experts for educational and relevant topics. “Q: How can I manage my portfolio to minimize the tax burden and achieve a higher after-tax return? A: Most investors know that they should pay attention to asset allocation when structuring […]

Please Welcome Joe Kalmanovitz to Stonegate Capital Advisors!

Stonegate Capital Advisors is pleased to welcome Joe Kalmanovitz to our Scottsdale office.  As a Wealth Manager, Joe will focus on financial planning and portfolio management for executives and business owners and will serve on the firm’s investment committee! Please make sure you check out the Phoenix Business Journal’s Link below for details. http://www.bizjournals.com/phoenix/potmsearch/detail/submission/1670191.