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First Meeting Worksheet
Please complete this First Meeting Worksheet prior to
scheduling your initial consultation

Prospective Client Questionnaire
Download our "Prospective Client Questionnaire" which is a
helpful tool to take you deeper into the financial planning process

Stonegate Financial
204 Towne Village Drive
Cary, NC 27513

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Our Team

We invite you to contact us today to discover how an independent approach to wealth management can result in clearer, more confident decisions for you, your family or business.

The Experience, Integrity and Independence to Help Manage and Preserve All You've Earned

As independent advisors at Stonegate Financial, we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial independence on your terms.

  • We have no obligations to investment product manufacturers and no cross-sell quotas or home-office directives that may lead to conflicts of interest.
  • We don’t answer to a corporate parent or stockholders; we answer only to you, our clients.
  • We spend our time developing customized solutions for the unique challenges you face.
  • As an independent firm, we’re not restricted to proprietary products or one-size-fits-all financial planning models. The financial course of action we recommend is not based on company quotas, but solely on what’s best for you.