Stage Harbor Financial is a privately owned, independent advisory firm headquartered in Needham, MA. Our team of comprehensive financial planners take great pride in the personal relationships we build with our clients, tailoring every aspect of our clients' plans to meet their specific needs. We go to great lengths to stay on top of cutting edge planning strategies and technology, helping to most efficiently deliver value to our clients. We believe that it is our job as your advisor to help you connect your financial resources to your life – so that you can feel secure and achieve your most meaningful goals. Stage Harbor Financial, LLC ("Stage Harbor") is a registered investment advisor ("RIA"), located in the state of Massachusetts. Stage Harbor provides investment advisory and related services for clients nationally. Stage Harbor will maintain all applicable registration and licenses as required by the various states in which Stage Harbor conducts business, as applicable. Stage Harbor renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.