STash Plan for Individuals
Work with a financial advisor to build the framework for your dream future. What does that financial freedom look like for you?
Financial planning for Individuals
You’re here because you semi-have your sh*t together — but there’s room to work. That’s where we come in.
Stash Wealth Reviews
“The team doesn’t just focus on the numbers, they focus on how the numbers affect your quality of life.”
- Naturopathic Oncologist, Seattle, WA
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.
Making millennial millionaires
At Stash Wealth, we treat you with the same level of care and attention that millionaires receive, even before you reach that milestone. We believe, with the right education and automation in place, we will help you reach your goals.