Stage Harbor Financial

Andre Fernandes is a CFP® professional with 22 years of experience in the financial industry. He has been with Stage Harbor Financial since 2018 and previously worked for Weston Financial Group, Inc. and Weston Securities Corporation from 2000 to 2018. Outside of his advisory role, he is a partner in GBH Partners LLC, an entity involved in insurance sales. Stage Harbor Financial is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a multi-adviser team model and uses a core/satellite investment approach combining passive and active strategies with tax-aware rebalancing and ongoing portfolio oversight.

William Lefavor is a CFP® with 20 years of experience in the financial services industry. He has worked at Stage Harbor Financial since 2018 and previously spent 13 years at Weston Securities Corporation. Outside of his advisory role, he is a partner in GBH Partners LLC, an entity related to insurance sales. Stage Harbor Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a core/satellite investment approach combining passive and active strategies, with customized portfolios tailored to client needs and ongoing oversight by a multi-adviser team.

James Scanlan is a CFP® with 40 years of industry experience. He is currently with Stage Harbor Financial and has held previous roles at APELLA Wealth, Symmetry Partners, and Weston Financial. Stage Harbor Financial is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a core/satellite investment approach combining passive and active strategies, tailoring portfolios to clients’ risk tolerance and needs through a multi-adviser team model.

Joshua Devereaux is a CFP® professional with experience at Stage Harbor Financial since 2023. Prior to joining Stage Harbor, he worked at Merrill Lynch and UBS Financial Services. He serves as trustee and beneficiary of a family irrevocable trust. Stage Harbor Financial is an SEC-registered investment adviser providing wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a core/satellite investment approach combining passive and active strategies, with tailored portfolios reviewed quarterly and managed by a multi-adviser team.

Maclean Barach is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Stage Harbor Financial since 2018 and previously worked at Weston Securities Corporation. Prior to his financial career, he was affiliated with Providence College for four years. Stage Harbor Financial is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a core/satellite investment approach combining passive and active strategies, tailoring portfolios to client needs with ongoing oversight through a multi-adviser team.

Matthew Biggar is a financial advisor at Stage Harbor Financial with 24 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Stage Harbor Financial in 2018, he worked at Weston Securities Corporation and Weston Financial from 2001 to 2018. Outside of his advisory role, he is a partner in GBH Partners LLC, an entity involved in insurance sales. Stage Harbor Financial is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a core/satellite investment approach combining passive and active strategies, tailored to each client’s risk tolerance and liquidity needs, and operates through a multi-adviser team model.