Stonegate Financial

06/25/2026

We had a special guest come in for a meeting today! We always love when clients bring their fur babies in with them.

Luna was excited to meet a new friend!

06/18/2026

What if your financial plan could grow into something bigger than just numbers on a page?

In our latest video, Plant Your Financial Seeds: Grow a Legacy with Stewardship, Trey explores how viewing your wealth through the lens of stewardship can help you create a more meaningful and lasting impact.

Click below to learn how a thoughtful approach to planning can:
• Encourage a long-term vision that benefits future generations
• Strengthen the communities around you
• Bring greater purpose and fulfillment to your financial journey

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06/10/2026

Had the sweetest time celebrating Trey & Ann Garrett as they prepare to welcome baby boy #3 in July!

So much love for this growing family. We can't wait to meet their newest little guy!

05/26/2026

Last week we celebrated two very special milestones at Stonegate!

Congratulations to Henry Stilley and Sutton Clay on graduating preschool last Thursday, May 21st. We couldn't be more proud of these sweet kiddos and their bright futures ahead!

05/20/2026

We had such a great time at our annual Ice Cream Social with Two Roosters!

Thank you to everyone who came out and spent the evening with us. We are already looking forward to next year!

05/12/2026

Our advisors spent the week at the Raymond James Elevate Conference in Las Vegas. It was a great opportunity to learn, exchange ideas, and engage with industry leaders (with a memorable keynote from Jay Leno!).

As our industry evolves in the age of AI, we are committed to continuous improvement so we can better serve our clients – while most importantly keeping personal relationships at the center of everything we do.

05/07/2026

Inflation is a word we hear often, but what does it really mean for your wallet and your future?

Click below to learn about the basics of inflation, why it happens, and how it can impact your financial decisions.

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04/29/2026

We are about 2 weeks away from our annual Ice Cream Social!!

Who else is excited for some Two Roosters Ice Cream?! We look forward to seeing you on May 14th!

04/01/2026

Spring is officially here and with it, our April quarterly newsletter!

Inside, you'll find a quick look at what's been happening in the markets this year and why staying patient and disciplined still matters, especially when things feel a little uncertain.

We're also sharing ideas for how to make the most of a tax refund (if one's coming your way), a few fun team updates, and some exciting save the dates we hope you'll join us for, starting with our annual Ice Cream Social on May 14th!

We hope you enjoy this edition!

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