Stonegate Financial Group, headquartered in Scottsdale, Arizona, focuses on providing wealth management advice to businesses and affluent individuals in the Southwest region and around the nation. Stonegate Financial Group was chosen by the Phoenix Business Journal as one of the Top 26 Independent Investment Advisors of 2013.
Led by CEO and Chief Investment Officer Jameson Van Houten, the team of principals at Stonegate has a number of financial degrees and professional certifications, such as masters in management and financial services, chartered financial consultant (ChFC), chartered life underwriter (CLU), and certified financial planner (CFP). With combined experience of more than 50 years, Stonegate and its principals have knowledge in securities and alternative investments. In addition to providing wealth management and financial planning services, the firm assists its clients with educational planning for their children or grandchildren and served as one of the advisors on the 529 Plan Committee of Arizona.
Phone
(602) 953-8450
Address
7373 North Scottsdale Road Suite D245 Scottsdale, Arizona 85253