Stage Harbor Financial is a privately owned, independent advisory firm headquartered in Westwood, 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 financial advisors to help families connect your financial resources to your life – so that they can feel secure and achieve their most meaningful goals.