Stage Wealth Management

Stage Wealth Management

Stage Wealth Management was founded in 2022 and is headquartered in Jericho, New York. The firm operates as a registered investment adviser, providing portfolio management and wealth advisory services directly to individuals, high-net-worth investors, and business entities. The firm's founding came during a period of significant churn in the wealth management industry, as experienced advisors left large wirehouses to launch independent RIAs. The firm's investment posture is rooted in traditional wealth advisory: constructing and managing client portfolios rather than offering proprietary investment products. Stage Wealth Management structures its services around discretionary portfolio management, where it makes buy-sell decisions on behalf of clients. The firm serves a localized footprint concentrated in the New York metropolitan area, advising business owners and individual investors. The specific asset allocation mixes, use of direct indexing, or reliance on third-party model portfolios are not publicly detailed. Stage Wealth Management is a small advisory practice and has not publicly disclosed its total regulatory assets under management. Public filings mark the firm as an emerging advisor with a lean operational structure — no satellite offices, no large institutional mandates, and no known adjacent philanthropic or real-asset vehicles. The post-2022 operating environment has tested new RIAs with market volatility and client acquisition costs, making asset gathering the firm's probable operational priority. The firm's structural shape — an independent RIA launched without a pre-existing book of business from a retiring founder — separates it from wealth managers built through breakaway teams or acquisitions. This de novo start means Stage Wealth Management's growth trajectory and service differentiation are still being established, rather than inherited from a prior partnership or wirehouse practice.