Stangier Wealth Management

Stangier Wealth Management is an SEC-registered advisory firm that provides investment management and basic financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The brochure reports $300,433,806 in discretionary assets under management as of December 31, 2025 and notes a typical account minimum of $50,000.

The firm generally adheres to Modern Portfolio Theory, favoring diversified allocations across cash equivalents, short-term bonds, U.S. and foreign large- and small-cap stocks, and occasional allocations to REITs or emerging markets, with systematic rebalancing and the use of both fundamental and technical analysis. Stangier commonly uses third-party portfolio managers (the brochure names Matson Money) while retaining the ability to manage bonds or individual securities internally and to construct individual stock portfolios when appropriate.

The brochure also highlights practices that are less common among similar team firms: it describes offering educational seminars or workshops and disclosing or publishing performance results for clients and prospects. The firm documents a formal compliance program (a written Code of Ethics with annual training and pre-clearance of trades) and states it monitors third-party managers and provides custodian statements showing manager fees, underscoring its operational and reporting practices alongside outsourced management.