The Stager Gauss Group
At The Stager Gauss Group, we specialize in delivering sophisticated investment planning and personalized wealth management strategies to ultra high net worth individuals, families, and business owners. With deep roots in Boulder, Colorado, our team combines boutique-level attention with the expansive resources of Merrill Lynch Wealth Management and the global banking capabilities of Bank of America—one of the world’s most respected financial institutions.
We pride ourselves on building enduring relationships grounded in trust, integrity, and an unwavering commitment to your best interests. Whether navigating complex financial landscapes or planning for generational wealth transfer, we serve as your strategic partners—offering insight, guidance, and a seamless experience across every aspect of your financial life.
We believe true wealth management goes beyond portfolio performance. It’s about understanding your vision, anticipating your needs, and delivering exceptional service at every turn. Our goal is to be the team you confidently recommend to those you care about most.
In a world of constant change, The Stager Gauss Group remains a steady, forward-thinking presence—here to help you preserve, grow, and enjoy your wealth.
Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.Your approach to investingDrawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.Understanding your goals and prioritiesYour life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
CPFA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
