With a track record spanning four decades, we partner with our clients to craft customized, strategic plans that build wealth and establish a solid financial foundation for the future. We empower our clients to navigate life’s unexpected curve balls.

We provide holistic Financial advice and Investment guidance for our clients.

Guiding growth-focused professionals with personalized financial planning and asset management

We’re working hard to create abundant futures for our advisors, clients and communities.

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 cl

Comprehensive financial planning including wealth management, insurance coverage, tax strategies, college planning, retirement planning

Brian Konish - Managing Director-Investments