Stonegate Financial

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*        

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 […]

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.

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.        

Jameson Van Houten Published in Phoenix Business Journal’s August 2013 Ask The Experts

August 2013- Check out the Wealth Management section of the Phoenix Business Journal’s 2013 Ask The Financial Experts for educational and relevant topics. “Q: My spouse recently passed way and was the one who has always handled our finances. What should I do? A: Every situation is different depending on prior planning, level of wealth, […]

Jameson Van Houten Published in Phoenix Business Journal’s August 2013 Ask the Experts

August 2013- Check out the Wealth Management section of the Phoenix Business Journal’s 2013 Ask the Financial Experts for educational and relevant topics. “Q: I’m getting ready to sell my business. What should I do? A: Many small business owners find that their personal and professional lives are highly integrated. This is especially true when the […]

Stonegate Capital Advisors Ranks Top 26 Independent Investment Advisors of 2013

April 2013- Listed on: ‘ The List: Top 26 Independent Investment Advisors of 2013’ by the Phoenix Business Journal!

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.

Check out our most recent Carnivale Client Appreciation Event published in the Arizona Foothills!

April, 2013 – A Carnivale-themed evening was a way for all of us at Stonegate Capital Advisors to say Thank You to our wonderful clients.  This was a special, tailored event with professional entertainment, catering, circus acts, balloon twisting, and much more! A special thank you to those who attended, we hope you enjoyed your evening with us!  Please […]

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 […]