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the next generation of wealth
A financial solution for high earners was long overdue. We took it
upon ourselves to create a one-stop shop for young professionals.
HENRYs™ [High Earners, Not Rich Yet] are ignored by
traditional financial institutions because you aren’t rich yet. And
even if you do find someone willing to help, the conversation is
usually limited to discussing your investments. But what about the
rest of your financial life? Navigating student loans, starting a
family, money and your relationship, etc. There’s so much more to
personal finance than the legacy institutions are willing to help with.
Enter Stash Wealth.
We’ve reimagined wealth management and packaged it in a way
that makes sense for our generation. It’s a virtual experience
because that keeps it convenient (and affordable). It incorporates
technology, because duh. We act as FIDUCIARIES because it’s
the right thing to do. And unlike typical financial services firms, we
put lifestyle first. While it’s important to save for retirement, what
about all the fun things you want to accomplish before retirement
like travel, start a family, a business, etc. Guess what? You can live
your #bestlife and get on track for your financial goals.
“Stash Wealth clients are treated like Millionaires before they
are Millionaires because they are future Millionaires. Smart
technology supports the conversation, it does not replace it.”
A writer for Food & Wine Magazine.
Patrón shots, I turn into this.
Doesn’t believe in budgeting
“Financial planning was once reserved for the wealthy. We’ve
made it accessible and relevant for high earners (not rich yet).
They no longer have to wing it. HENRYs™ like that.”
Building luxury homes.
Manhattans, I turn into this.
Merrill Lynch/ Morgan Stanley
Never, ever uses a debit card
In addition to our team of top notch financial planners, Stash
Wealth has curated a team of vetted experts that can help
with the more specialized aspects of your financial life.
Our Experts Help With:
“After 2008-2009, Wall Street lost
the trust of our generation. It’s our
mission to empower individuals
and change the way they think
about their money.”
When you sign up for the Stash Plan®, you’re assigned to one of our highly
accomplished financial planners for the entirety of the experience. All Stash planners
are trained in Stash Wealth’s Financial Planning philosophy. They aren’t here to tell
you what you can’t do, they are here to show you how much more you can do when
you get your financial sh*t together.
Oh, and the entire process is jargon-free 😉