Stonegate Capital Advisors has been instrumental in helping us plan for retirement. Their personalized approach and expert guidance have given us confidence in our financial future. The team is professional, knowledgeable, and always available when we need them.
Financial Advisory Excellence
At Stonegate Capital Advisors, we provide comprehensive financial planning and investment management services to help you achieve your financial goals and secure your future.
About Stonegate Capital Advisors
Your Trusted Financial Partner in Delray Beach
Located at 1402 SW 21 Terrace, Delray Beach, FL 33445, Stonegate Capital Advisors has been helping individuals and families build wealth and achieve financial security through personalized investment strategies and comprehensive financial planning.
Wealth Management
Our expert advisors develop customized investment portfolios designed to grow and preserve your wealth while managing risk according to your unique financial situation and goals.
Retirement Planning
Secure your future with our comprehensive retirement planning services, including 401(k) optimization, IRA management, and pension planning strategies.
Portfolio Management
Professional investment management services tailored to your risk tolerance and financial objectives, with continuous monitoring and rebalancing.
Tax Planning
Strategic tax planning and optimization services to minimize your tax burden while maximizing your investment returns and overall financial growth.
Estate Planning
Comprehensive estate planning services to protect your assets and ensure your wealth is transferred according to your wishes while minimizing estate taxes.
Our Financial Services
Comprehensive Financial Solutions
Investment Advisory
Professional investment advice and portfolio management services designed to help you build long-term wealth through diversified investment strategies.
Financial Planning
Comprehensive financial planning services including budgeting, debt management, insurance planning, and goal-based financial strategies.
Market Analysis
Expert market research and analysis to help inform your investment decisions and optimize your portfolio performance in changing market conditions.
Our Advisory Team
Meet our experienced financial advisors at Stonegate Capital Advisors, dedicated to helping you achieve your financial goals with personalized service and expert guidance.
Michael Thompson
Senior Financial Advisor with over 15 years of experience in wealth management and retirement planning, specializing in high-net-worth client portfolios.
Sarah Mitchell
Certified Financial Planner (CFP) with expertise in tax planning, estate planning, and comprehensive financial strategies for individuals and families.
Evie Griffin
Investment Analyst and Portfolio Manager with deep expertise in market research, asset allocation, and risk management strategies.