Stage Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$95,918,850
Clients
203
Advisors
4
across 2 offices
About
Stage Wealth Management advises individuals (including high-net-worth clients), pension and profit-sharing plans, corporations, and other business entities. The firm offers discretionary portfolio management — including sponsorship of a wrap fee program — along with pension consulting (investment policy statement preparation, investment lineup selection, monitoring) and participant education, and manages roughly $103 million in discretionary assets for about 200 clients through a four-advisor team.
The firm tailors investment advice to each client and implements portfolios on a discretionary basis, drawing on fundamental, technical, and charting analyses and using a mix of long- and short-term strategies, trading, and covered option writing as appropriate. Asset-allocation models are managed internally or via third-party models, accounts are monitored on an ongoing basis with at least annual reviews, and cash and cash-equivalent positions are treated as part of assets under management for fee purposes.
Stage Wealth Management’s sponsorship of a wrap fee program is relatively uncommon for firms of its size, and participation in that program requires use of the firm’s recommended broker‑dealer/custodian; the firm discloses receipt of custodial services and a forgivable loan tied to asset transfers, which creates a potential incentive to maintain client assets at that custodian. The firm also has affiliated insurance agencies whose licensed representatives may sell commissionable insurance products separate from advisory fees, a relationship the brochure discloses as a potential conflict of interest.
Client services
Occupation focus
Fee options
up to 2.00% annually (negotiable)
Main office
See officeSomers NY
Advisors at this office
3
Most active in
Connecticut · Florida · New Jersey · New York · Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Michael M
Series 63, Series 65
Somers, NY
Stage Wealth Management, Inc.
Michael Mullane Jr. is a financial advisor at Stage Wealth Management, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Gladstone Wealth Partners, National Securities Corp, National Asset Management, Inc., and Lucas & Associates. He is also an independent insurance agent involved in insurance sales and services. Stage Wealth Management serves individuals, pension and profit-sharing plans, corporations, and other business entities, managing approximately $103 million in discretionary assets. The firm offers tailored investment advice with discretionary portfolio management, incorporating fundamental, technical, and charting analyses and employing a mix of long- and short-term strategies.
Glenn H
Series 63, Series 65
Somers, NY
Stage Wealth Management, Inc.
Glenn Hechler is a financial advisor at Stage Wealth Management, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Securities Corporation and National Asset Management, Inc. He serves as vice president of a local nonprofit sports board in Somers, NY. Stage Wealth Management advises individuals, pension and profit-sharing plans, corporations, and other business entities, providing discretionary portfolio management and pension consulting. The firm manages approximately $103 million in assets for about 200 clients using a range of investment strategies tailored to each client's needs.
Josh M
Series 65
Somers, NY
Stage Wealth Management, Inc.
Josh Minotta is a financial advisor at Stage Wealth Management, Inc. with a Series 65 credential and one year of industry experience. He has worked at Gladstone Wealth Partners and Stage Wealth Management since 2026 and held roles in insurance sales at North Shore Life & Health Agency Inc. since 2023. Outside of advisory work, he is involved in life and health insurance sales. Stage Wealth Management serves individuals, pension and profit-sharing plans, corporations, and other business entities. The firm provides discretionary portfolio management and pension consulting, managing approximately $103 million in assets for around 200 clients through a team of four advisors.
Matthew M
Series 66
Middletown, NJ
Stage Wealth Management, Inc.
Matthew Mcnelis is a financial advisor with Stage Wealth Management, Inc. in Middletown, NJ, holding a Series 66 credential and bringing 11 years of industry experience. His prior firms include Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and AXA Advisors, LLC. Outside of his advisory role, he is an assistant varsity basketball coach at Red Bank Catholic High School. Stage Wealth Management serves individuals, pension and profit-sharing plans, corporations, and other business entities with discretionary portfolio management and pension consulting services. The firm integrates fundamental, technical, and charting analyses into tailored investment advice, managing approximately $103 million in discretionary assets across about 200 clients.
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