Principal Managing Partner
01. About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Financial Planning
We build more than a financial plan; we build relationships with our clients. We want to understand your goals and know if your circumstances change, so we can adjust your plan to help keep you on track.
Our comprehensive approach to planning includes understanding your financial future and creating a plan aligned with your short and long-term goals including: retirement, college funding, estate planning, and investments.
Goal Review
We understand that life happens, and the changes aren’t always planned, which is why we regularly review your plan with you and adjust it when needed.
Keeping your plan aligned with your priorities can help you stay on track to reach your financial goals.
Wealth Management
We take an active approach to helping you manage and grow your wealth. We know that you’ve worked hard for what you have, so we work with you to coordinate all aspects that contribute to your wealth – your financial, retirement and estate plan, funding your children’s education, and your investments.
We work with you to understand and analyze your situation and offer solutions to help keep every aspect of wealth working toward your financial goals.
Stage 2 Planning Partners manages assets for individuals and families, providing investment management, and financial planning services.
As a fiduciary, we have a legal and ethical obligation to act in the best interests of our clients.
This means that when making decisions on behalf of our clients, we must prioritize their needs above our own and avoid conflicts of interest. We must also be transparent about any potential conflicts and disclose any information that may influence our recommendations.
Being a fiduciary is not just a legal requirement, it is also a moral responsibility. Our clients trust us to manage their financial affairs and make decisions that will have a significant impact on their financial well-being. As such, we take this trust very seriously and strive to always act in a way that is fair, honest, and in our clients' best interests.
In short, we are a fiduciary because we believe it is the right thing to do for our clients. It is a commitment that we take very seriously and one that we strive to uphold every day.
