A complete list of active advisors currently associated with Stage 2 Planning Partners LLC
Warmer can help you find a great advisor at Stage 2 Planning Partners LLC or one who fits your needs even better.
Stage 2 Planning Partners LLC serves individuals (including high-net-worth clients), pension and profit-sharing plans, and business owners. The firm offers discretionary portfolio management, pension/401(k) consulting, financial planning, and periodic educational seminars and workshops for clients and their families. The firm documents client objectives in an Investment Policy Statement, tailors portfolios using model allocations, and generally applies long-term, fundamental analysis when constructing and monitoring accounts. S2P typically seeks discretionary authority to implement trades and conducts at least quarterly reviews to align portfolios with clients’ time horizons and documented risk tolerances. Distinctive features include the firm’s provision of free educational seminars/workshops and principals who are licensed insurance agents and may offer annuities and other insurance products, a potential source of commission-based conflicts the brochure discloses. S2P also utilizes third-party platforms (including a wrap platform) and requires use of specified custodians, and it recently transitioned from state to SEC registration, which may set it apart from many peers of similar size.
To learn more about the advisors currently working at Stage 2 Planning Partners 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 |
|---|---|---|
S Burlington, VT
| 31
| |
S Burlington, VT
| 35
|
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