Stonegate Financial

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

How Do Children Learn To Manage Money?

   Financial Responsibility – It’s Never Too Early To Start Children and money will always be linked together.  From birth to adolescence and from college graduation to having children of their own, children will always be linked to money and finances. How do children learn to manage money? Should they learn at school, from social […]

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 […]

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 […]

Jameson Van Houten published in the Phoenix Business Journal’s February 2014 Ask the Financial Experts

February 2014- Check out the Wealth Management section of the Phoenix Business Journal’s 2013 Ask The Financial Experts for educational and relevant topics. “Q: When should I rebalance my portfolio? A: Following last year’s above average returns in the US stock market, many investors’ portfolios have drifted away from their original asset allocation target, which […]