Stage Harbor Financial
About
Stage Harbor Financial is a privately owned, independent wealth management and financial planning firm headquartered in Westwood. As a Registered Investment Advisor, it says it owes a duty of loyalty only to its clients and takes a long-term view. Its planners build personalized investment strategies and financial plans shaped around each family’s values, relationships, milestones and goals, and adjust those plans as clients’ lives change over time.
The team includes three Certified Financial Planners. Matthew D. Biggar, principal and senior wealth advisor and also a CFA charterholder, focuses on resilient, tax-efficient strategies and was inspired by his father’s legacy in wealth management. William F. LeFavor works on tax and estate strategies as well as the emotions behind financial decisions, and Andre M. Fernandes guides high-net-worth families through complex wealth, tax, estate and multi-generational planning.
What to Know
- A team of wealth planners, advisors and other professionals supports the principals.
- The firm publishes planning articles, such as guidance on giving children and grandchildren a financial head start.
- The firm says it keeps up with new planning strategies and technology to serve clients efficiently.
- Stage Harbor aims to build a culture of like-minded employees that can serve families for generations.
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