A complete list of active advisors currently associated with LifeSTAGE Wealth Management, Inc.

Warmer can help you find a great advisor at LifeSTAGE Wealth Management, Inc. or one who fits your needs even better.

LifeSTAGE Wealth Management is a state-registered investment adviser that serves primarily individual clients and business entities, providing fee-based discretionary investment management and consulting services, including plan consulting for employer retirement plans. The firm manages approximately $74.6 million in discretionary assets through a two-advisor team and delivers ongoing portfolio management, financial planning, and retirement and estate-related consulting. LifeSTAGE begins engagements by reviewing a client’s financial situation, goals, time horizon and risk tolerance, then assists clients in transferring assets to a custodian selected by the client (the firm most commonly recommends Charles Schwab) and manages accounts in a manner consistent with stated objectives. The firm employs a mix of fundamental, technical and cyclical analysis, uses third‑party research sources, conducts account reviews at least monthly or as conditions warrant, and relies on custodial account statements for client reporting rather than taking custody itself. Noteworthy features include a recent change in ownership and compliance oversight (Matthew Engelmann became owner and chief compliance officer in March 2026), and operational practices that differ from many peers: LifeSTAGE aggregates trades for clients but allocates partially filled aggregated orders using a firm-specific, non-pro rata method, and it provides plan consulting primarily through participant training and online access rather than routine written plan reports. Representatives are also licensed to sell insurance and the owner provides tax-preparation services through a separate entity, which the brochure discloses as potential conflicts of interest.

To learn more about the advisors currently working at LifeSTAGE Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.