Stockade Wealth Management

Stockade Wealth Management

Stockade Wealth Management was established in 2023 in Marlboro Township, New Jersey, building a practice centered on holistic financial planning for individuals and families. The firm describes its typical client as a long-term investor who prioritizes diversified asset-class exposure and has ambitions for legacy planning. It states a clear preference for client relationships of at least $150,000 in investable assets, which it cites as the threshold to access its preferred investment management platforms and strategists. The firm's strategy emphasizes integrated financial planning paired with fee-based asset management. It discloses using multiple asset classes — including equities, fixed income, and insurance products such as annuities — and structures its advisory fees as a percentage of assets under management, deducted quarterly. Stockade makes the LPL Financial relationship central to its delivery model, leaning on LPL's research, custodial infrastructure, and strategist platforms. Its planning services cover retirement, tax, estate, and Social Security optimization, with clients engaging on either an ongoing or an as-needed basis. Stockade runs its advisory practice from its headquarters at 25 N. Main Street in Marlboro, with an additional office in Paramus, New Jersey, confirming a northern New Jersey footprint. The firm has not published team headcount, principal biographies, or leadership names on its website, nor has it disclosed a regulatory filing that would name key investment decision-makers. Its website's research section features the LPL Research Outlook 2024, titled 'A Turning Point,' reinforcing the outsourced research and platform dependency in its operating model. The firm's structural shape is that of an independent LPL-affiliated practice: no proprietary funds, no in-house manager selection, and no direct co-investment activity. Its differentiation lies in an explicit promise of fee transparency and a flexible service menu that allows clients to start with a standalone financial plan before migrating assets. This low-commitment funnel is architecturally distinct from most registered investment advisors that require full custody or a minimum AUM relationship upfront.