Stonegate Brokerage, LLC Email Format

InsuranceNew Jersey, United States2-10 Employees

Stonegate Brokerage, LLC operates in the insurance sector from Paterson, New Jersey, serving independent wealth management professionals who work with affluent and super-affluent clients. The firm focuses on structuring life insurance portfolios to minimize clients' out-of-pocket costs while maximizing the death benefit per dollar invested and it relies on in-house underwriting capabilities to support the process. It provides access to about 98% of life insurance carriers and represents both the wealth manager and the client, rather than any single carrier, fostering competitive offers across carriers.

Targeting a small, specialist audience, Stonegate emphasizes independent guidance and acts as a single-point resource in the life insurance market. Based in Paterson, New Jersey, the company seeks to expedite the underwriting and decision-making process by coordinating with multiple carriers while keeping the focus on the needs of the wealth manager and their affluent clients.

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