Stash Management®
Wealth management for young professionals
Investment management, education, and the confidence to know exactly what you can afford when your income is optimized.
Complete a Stash Plan to receive an invitation to join Stash Management.
What is Wealth Management?
Wealth management is the industry term for hiring a dedicated professional to advise you on what to do with all of your ongoing financial decisions.
A financial plan helps you get your [financial] sh*t together whereas wealth management helps you keep your [financial] sh*t together.
Next steps are easier to take when you have a pro in your back pocket.
“We found our dream home sooner than expected.”
“How does our plan change with my new income?”
“The markets are down and I’m freaking out.”
“Should I quit my job before my RSUs vest?”
“It’s open enrollment and I could use some help.”
“I got a surprise tax bill, what do I do?”
Year-round support for routine maintenance and life’s unexpected moments
Allow the pros to lead the way with the heavy lifting while you enjoy the benefits of the work put in. Live the life you want by delegating the details to us. Stash Management is a human-led experience that cuts to the core of living bigger [financially].
Goals-based investment management
We routinely rebalance and dollar-cost average your portfolio to ensure you are on track for the goals in your Stash Plan. We also utilize tax loss harvesting to ensure you don’t get hit with a major tax bill.
Learn more about our investment philosophy.
Account consolidation
From old 401(k)s floating around to the credit card you opened in college, we streamline your entire financial life so that your money is working harder for you. It is the dirty work that has to be done so we can build on a strong foundation.
Answers to your one-off questions
Sometimes impulse purchases or job negotiations need instant answers. Good thing we’re on a first-name basis. Year-round access to your advisor means you can hop on a quick video call whenever you’d like to speak with your advisor.
Access to subject matter experts
CPAs, attorneys, estate planners, mortgage specialists, you name it. If part of your plan falls outside of our immediate specialty, we hook you up with one of our experts at a discounted rate. Unlike other financial institutions, we don’t earn commission on the work you do with them. They've simply done right by our clients over and over again.
Annual Stash Plan Update
Goals change as your life changes. Annual updates are included so that we can recalibrate your investments along the way. Promotions, kids, homes, taking care of a parent, marriages, we help you take care of it, regardless of what is most important this year.
Access to your personalized dashboard
Our proprietary dashboard brings your Stash Plan to life and serves as a guided hub for all things money. Easy access to account balances, investment statements, and communication with your advisor; all in one location.
With the Stash Plan, we set the framework for your goals.
With Stash Management, we help you accomplish them.
Stash Wealth Reviews
“They understand the balance between the real-world financial system and the goals of millennials. This includes where you're coming from, where you are, and where you want to go. The Stash Wealth team takes you and your ideas very seriously. I never once felt intimidated by them.”
- Mechanical Engineer, Los Angeles, CA
Testimonials were given by clients of Stash Wealth. Testimonials are representative of the client's views at the time collected, may not be representative of the experiences of other clients, were given without compensation, and do not provide a guarantee of future performance success or a similar experience or services.
Stash Management vs traditional wealth management
Step 01
Complete the Stash Plan
Work with a financial advisor to build the framework for your dream future.
Step 02
Join Stash Management
Receive an invitation to join Stash Management after completing the Stash Plan.
