STAGE WEALTH MANAGEMENT, INC.
SEC RegisteredManaging Your Wealth Through Each Stage Of Your Life
About the firm
Stage Wealth Management is a wealth management firm based in Somers, NY. The firm takes stock of clients' needs, risk appetite, and comfort level with investing to develop plans appropriate for their current stage of life, and works with clients to make adjustments for future stages.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and financial planning tailored to each stage of life, including identifying financial objectives, developing personalized plans, and adjusting strategies for future life stages. Resources offered include a blog, financial calculators, LPL Research documents, and weekly market commentary.
Who they serve
Individuals at various stages of life, from young professionals at the beginning of their careers to those nearing retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 41 | $7.8M |
| High Net Worth Individuals | 162 | $88M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STAGE WEALTH MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.