Stage Wealth Management, INC.

Stage Wealth Management is a registered investment advisor based in Somers, New York, that provides discretionary portfolio management services through a bundled fee program. Stage Wealth Management tailors its investment strategies to meet each client's individual needs, risk tolerance, and time horizon. The firm utilizes fundamental, technical, and charting analyses to select investments, including exchange-listed equities, exchange-traded funds, and mutual funds. In addition to individual portfolio management, Stage Wealth Management offers pension consulting services to retirement plans and plan participants. Stage Wealth Management does not require an account minimum to establish an advisory relationship.