Wealth Management

Wealth management is about more than money.

We believe wealth management is about family, legacy and responsibilities. When making decisions, we work as closely with you as possible, because we know life circumstances are often just as important as financial returns. We take into account all factors so we can provide sophisticated solutions that are simple to understand and implement.

Our focus on long-term relationships and situational awareness enables us to provide you with strategic, tailored advice in a cost-effective way. Our expertise includes, but is not limited to:

  • Asset management and investment consulting
  • Succession planning
  • Insurance advice
  • Estate planning
  • Tax Sheltered growth

We will work with your existing professional advisors to bring you the best possible solutions.

Robert and Michael have ensured that all aspects of our personal and business lives and family estate planning align with our long-term wants and needs. The professionalism and approachability of every member of Pierce/Mallinos team has allowed us to rely on them for advice and referrals in both professional and personal situations.

-Antonina T.

Investing is personal, and I find that the team at Stonegate understands that and the emotions that surface as the markets change. I know my investments are being managed professionally and in line with our risk profile. I really enjoy working with the people at Stonegate in every interaction.

-John P.

Deeper Conversations

We begin every new relationship with a deep understanding of your unique needs, goals and circumstances.

Learn more about our Deeper Conversations Approach

Contact us to learn more about how we can help you.

© 2021 Stonegate Private Counsel, a division of CI Private Counsel LP. All rights reserved. www.stonegatepc.com