The Success Inventory by The Patrick Group.

Individuals and Families

Wealth Management is the practice of helping Clients achieve life goals through integrated management of their financial resources.

Your Stage 2 Advisor will

  • Provide professional and confidential advice on all aspects of your financial affairs
  • Work with your other advisors as a team with your best interests in mind and recommend additional members of your team according to your needs
  • Support you in developing your mission, vision, values and goals
  • Develop and implement strategies to help preserve and enhance your assets
  • Assist you in using sophisticated financial tools
  • Help you design and construct a legacy that lives long after you do

Join the Stage 2 Planning Partners mailing list
Email:

Stage 2 Planning Partners
20 Kimball Avenue, Suite 201
South Burlington, VT 05403
Tel:802-846-1264
Fax:802-846-1269
Email: info@stage2planning.com

Stage 2 Planning Partners
4 British American Blvd.
Latham, NY 12110
Tel: 518-608-8939
Fax: 518-640-2164
Email: info@stage2planning.com

Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives
of NFP Securities, Inc. a Federally Registered Investment Advisor
Stage 2 Planning Partners is a member of PartnersFinancial, a division of NFP Insurance Services, Inc., which is a subsidiary of
National Financial Partners Corp., the parent company of NFP Securities, Inc.


This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000