A complete list of active advisors currently associated with Seven Stages Wealth LLC

Warmer can help you find a great advisor at Seven Stages Wealth LLC or one who fits your needs even better.

The firm advises individuals, high‑net‑worth individuals, and businesses, providing discretionary investment management along with written financial planning and consulting. Portfolios are typically built from low‑cost, diversified mutual funds and ETFs, though the firm may also use individual stocks, bonds, closed‑end funds and, when appropriate, third‑party independent managers. Its investment process is generally long‑term and centered on strategic asset allocation informed by fundamental and behavioral analysis; the firm rebalances and may trade shorter‑term to meet client objectives, tax considerations, or market conditions. Accounts are implemented through an institutional custodial platform and the firm exercises ongoing oversight of any independent managers it engages. Distinctive aspects include that the firm is newly formed and has not yet reported assets under management, and it is structured not as a traditional solo practitioner despite its small size. The principal discloses several outside business activities (including licensed insurance sales, adjunct teaching, media engagements, and consulting), and the firm receives software/support benefits from its recommended custodian and accepts no custody of client assets except for authorized fee deductions.

To learn more about the advisors currently working at Seven Stages Wealth LLC, 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.

Name	Location	Years of experience
Joaquin Wallace	Oakley, CA	10

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