There is a human side to financial planning that is often overshadowed by broad blanket statements, generic recommendations, and buzzwords relating to current events. Too often these stereotype responses fail to address the individualized needs of a family. Our greatest accomplishments come from partnering with families during life’s most joyous and challenging moments. Helping families to create, understand, and implement a plan for their future is our top priority. During this process we are inherently right beside you and your family, through all of life’s expected and unexpected events.
The team at Stage Harbor shares a very simple belief – when you are invited into a family to share their most joyous and vulnerable moments, you build a powerful bond and feel motivated to do everything in your power to do right by that family. We approach each engagement as an extension of our own family, often asking “what would we recommend for our own parents, siblings, and children”. This core belief places the human side of financial planning above all else.
To read more about our individual stories and to meet the entire Stage Harbor team, please read below:
Chief Compliance Officer
Disclosure: The firm has formed an advisory board (the “AB”) composed of Douglas Biggar, Wayne Grzecki and Nicholas Cayer (“AB members”). The AB has no power or authority with respect to the firm’s activities as an investment adviser. AB Members are experienced businesspersons who will provide business advice to the firm and its principals. The business advice that the AB Members will provide is solely of an operational nature and separate from the firm’s activity of providing investment advice to its clients. No AB Members will provide any investment advice or make any recommendations to clients, directly or indirectly. All AB Members are independent of the firm, and have no position, ownership or other status with the firm, or involvement with the firm, except to provide business advice.