Nicholas Stager

Choosing a financial advisor isn't just about numbers. It's about building a relationship with a person you can trust to understand your aspirations, help you navigate life's opportunities and challenges, and provide thoughtful guidance every step of the way. The right relationship can help you make informed decisions today while creating a stronger foundation for tomorrow.
I believe successful wealth management starts with listening. Every individual, family, and business owner faces a unique set of opportunities, challenges, and decisions. That's why I take the time to understand what matters most to you before developing a personalized strategy designed around your goals.
I serve successful individuals, families, and business owners throughout West Hartford and the greater Connecticut community, helping them navigate some of life's most important financial questions:

* Can I retire earlier than planned?
* How much income can I safely withdraw in retirement?
* How can I reduce taxes and preserve more of my wealth?
* What strategies can help protect and transfer my legacy?

I provide comprehensive wealth management, retirement income planning, tax-efficient investment strategies, estate planning services, and multigenerational wealth guidance. Whether you're preparing for retirement, growing a business, managing significant assets, or planning for future generations, our goal is to simplify complexity and create a clear path forward.
What truly sets me apart is my commitment to the client experience. I believe responsiveness, accessibility, and proactive communication are just as important as sound financial advice. My clients know they can count on me not only for guidance, but also for the confidence that comes from having a trusted team beside them whenever important decisions arise.
Supported by the extensive resources, research capabilities, and investment platform of Merrill and Bank of America, I am able to deliver sophisticated planning and investment solutions while maintaining the personalized attention and relationship-focused service our clients deserve.

*BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.