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

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

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.

To learn more about the advisors currently working at Stage 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.