A commitment beyond wealth.

Statue of Liberty

Stonegate Wealth Management is a boutique practice serving affluent families and select institutions. Our combined experience, along with our access to the global expertise within UBS and across the industry, allows us to provide distinctive insights through a collaborative team approach.

The foundation of our business is the ability to offer independent and objective advice aligned with your best interests. Count on us for:

  • Knowledgeable, objective guidance and a fully integrated approach to wealth management
  • Independent advice and global resources to help protect and grow the wealth you entrust us to manage
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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

 One team. One mandate. You.

One team. One mandate. You.

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A custom approach to integrated services

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The benefits of working with us

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.6 trillion

In invested assets globally UBS financial reporting year-end results 2019

51 countries

Our global footprint

Largest

UBS is the world's largest wealth manager1

1Scorpio Partnership’s “Global Private Banking Benchmark 2018” rank of global wealth managers by assets under management.