We Work With H.E.N.R.Y.s™ [High Earners, Not Rich Yet]
Our clients kick ass at life and want something to show for it. H.E.N.R.Y.s™ can achieve
anything they want with just a little bit of thought and planning.
We all want to grow our STASH, but unless you’re spending it on the things
and experiences you value, what’s the point?
Turning wall street on its head
- Your Life, By Design™ -
We get that financial planning has historically been an expensive process reserved for the wealthy. We’ve thrown that model out the window and made it much more attainable for our generation because, the truth is, the earlier you start, the more successful you’ll be – even if you start with nothing (or in the hole!)
Our price ranges from $197 for a personalized summary of how to better organize your finances to get you on the right path, to $997 for a full financial plan.
**Click on SCHEDULE A CALL to tell us more about your situation first**
OLD SCHOOL is Out
WELCOME TO STASH
( NOT your Father’s Financial Advisor )
FEE - ONLY
We don’t charge by the hour, earn commissions or have any incentive to sell you products that you don’t need.
They get paid when you buy
or sell an investment
It’s your life. We start by learning what matters most to you, so we can give you all of your options on how to get from where you are to where you want to be.
They sell you solutions to problems you may or may not have
GOALS - BASED
"A goal without a plan is just a wish." And Investing for the sake of investing is usually called gambling.
They tell you what to invest in before knowing what you’re investing for
I was nervous when my husband hired Stash, because I was afraid they were going to tell us what we couldn’t do and instead they showed us how much more we could do.
- Luxury Brand Buyer, Mother of Two
Who The Hell Are We?
Old Wall Street (We’re still in therapy)
After years of working on Wall Street, founder Priya Malani, left the bull behind to start Stash Wealth* to provide financial education to high potential H.E.N.R.Ys who are largely ignored by traditional financial firms.
Our team has over a decade of experience in the Wealth Management Industry serving high net worth clientele before leaving to work exclusively with H.E.N.R.Ys. Our expertise spans all areas of personal finance including life + disability insurance, estate planning, taxation, asset management & goals based planning.
* Stash Wealth is a Registered Investment Advisor licensed in New York