Lifestage Wealth Management, Inc.

Overview

Lifestage Wealth Management, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. Its client focus is individuals and families, and its core services are financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and also offers hourly and fixed-fee arrangements. It does not position itself as a capital allocator, does not identify as an ESG investor, and is not described as a multi-state or related adviser. The firm lists professional ties to an accountant and an insurance company.

Assets & Accounts

Investments & Alternatives