STANGIER WEALTH MANAGEMENT

Overview

Stangier Wealth Management is an independent registered investment adviser that provides fee-based wealth management and financial planning primarily to individuals and families. The firm’s advisory activities center on financial planning, discretionary portfolio management for individuals and small businesses, selecting external advisers when specialized capabilities are needed, and running client education seminars and workshops. The firm is set up as a corporation and is owned as a domestic entity/individual structure. Investment behavior is centered on pooled public funds as the core portfolio vehicle, with an explicit role as a capital allocator when client circumstances call for third‑party expertise. The firm does not position itself as an active ESG investor and operates under a single-state registration rather than as a multi-state adviser. Fee arrangements are a percentage of assets under management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices