Patrick Group

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20 Kimball Ave Ste 201
South Burlington, VT 05403
+1 (802) 846-1264
https://www.stage2planning.com

Stage 2 Planning Partners, located in South Burlington, Vermont, is a dedicated investment management and strategic wealth planning firm that prioritizes their clients' emotional and financial well-being during significant life transitions. With a commitment to understanding individual goals, they offer comprehensive financial planning services designed to help clients navigate challenges such as retirement, divorce, and estate planning.

As a fiduciary, Stage 2 Planning Partners adheres to a strict ethical code, ensuring that their clients' interests are placed above all else in every financial decision. Their approach focuses on building long-term relationships and regularly reviewing financial plans to adapt to life's changes, ultimately helping clients achieve their financial aspirations.

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