Stage Harbor Financial
Firm details
- Headquarters
- Westwood, Massachusetts
- CRD number
- 289725
- Registered since
- May 8, 2018
- Website
- stageharborfinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.18%
- Individuals4.76%
- Corporations / Businesses0.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Stage Harbor Financial is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers; its stated advisory services include pension consulting as part of its menu. The business charges both a percentage-of-AUM fee and fixed fees, and identifies itself as a capital allocator — meaning it places client capital with third‑party managers in addition to managing public market portfolios. Stage Harbor Financial was SEC-registered in 2018. FA Magazine included the firm on a Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Cash & Cash Equivalents6%
- State & Local Bonds3%
- Other3%
- Exchange Traded Equities2%
Owners & executives
1 of 1
Rosemarie Ranzie
Chief Compliance OfficerCRD 5236178
Contacts
3 of 7
Matthew Biggar
Principal and Senior Wealth AdvisorCRD 4506461
Maclean Barach
Wealth PlannerCRD 6325350
William Lefavor
Principal, Senior Wealth AdvisorCRD 5042095
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$167M in ETFs
68%
$114M
28%
$53.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US LARGE CAP VALUE ETF (DFLV) | Dimensional | Active | Large Value | $27.8M | 703,973 | 16.66% |
Location
Westwood, MA
Norfolk
Location
Westwood, MA
Headquartered in Westwood, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 100 Lowder Brook Dr
- Time zone
- ET (UTC-5)
- Office locations
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