"Execution is 99% of a successful strategy."

Stash Management  |  Your Financial Life on Cruise Control

We don't just manage wealth, first we help you build it.
You've arrived. You're here because you've completed the Stash Plan™ process and would like us to help you bring your plan to life. Stash Management™ is a full service, collaborative wealth management experience for H.E.N.R.Y.s™ who want year-round access to professional advice and guidance.

THE WORLD IS OFFICIALLY
YOUR OYSTER

You designed your ideal life and we showed you the way - that trip to Bali next year, check, paying down your debt, check, automating your savings, check, and yes you’re on track for retirement too, check. So let’s get started.

STASH MANAGEMENT
Helping you bring your plan to life.
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New to Stash?

The Stash Plan is the first step to letting us help you with all things money. If you haven't completed the Stash Plan yet, click here to get started.

Your Life. By Design.

You're ready to bring your plan to life.

During the Stash Plan™ process, we learned all about you and designed a plan to get you from where you're at to where you want to be - a completely customized financial roadmap. Now, we are going to bring that plan to life and hold you accountable to the lifestyle you've designed for yourself - year after year. We showed you:

Your Financial Baseline
What to do to afford
your lifestyle today
How much to save
and where
How to get on track for
your financial goals
YOUR SECRET FINANCIAL WEAPON
We treat our clients like millionaires before they are millionaires

Coupled with the support of our team of experts, you now have access to the resources needed to get on track and stay on track. A service traditionally only available to the wealthy, Stash has thrown that model out the window and has made hands on financial advice and guidance accessible to our generation.

LET'S PUT YOUR MONEY TO WORK
You did a ton of hard work, now it's time to sit back and relax.

With your financial life completely automated, you're free to get back to your life. We manage the execution of your Stash Plan™ and are available to answer any questions that come up throughout the year. We will check in on you from time to time and give you a heads-up if there's anything you need to be thinking about. Each year, we'll touch base on the big picture and recalibrate your Stash Plan™ as needed.

The Heavy Lifting
Your financial life is more than just investing for the goals in your plan. We help with all things money.

AUTOPILOT

We set-up + automate your savings strategy so you don't have to lift a finger. Forget to-do...more like to-DONE!

ANNUAL STASH PLAN™ UPDATE

The Stash Plan™ is a living plan. As your life changes, so should your Stash Plan™.

RESIDENT EXPERTS

Student loan refinancing? Tax bill too high? Best insurance coverage? Our team of experts are second to none - try to find better, we dare you ;)

INVESTING

Investing isn't the goal, we invest for your goals. Now, you can retire from retirement planning, we'll Stash'ify your 401(k) for you, too.

TAX-LOSS HARVESTING

We'll make it so that you don't have to pay ANY taxes...that you don't have to! Did you know your portfolio may help lower your tax bill, we do!

MONEY QUESTIONS ANSWERED

Sometimes impulse purchases need instant answers. Sure, we have all your big financial questions answered, but we help with the small ones, too. (Yes, you can afford the UPPABaby Lite and the jogger!).
WHAT IT COSTS
We are Fiduciaries so our interests are aligned with yours. The better you do, the better we do. Period.
After paying the one-time fee for Stash Plan, ther is no additional charge to be eligible for Stash Management. No commissions or hidden fees.
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< $50,000 at Stash
$50 per month
> $50,000 at Stash
1.2% per year

*To make this service available to clients with less than $50k, we made the fee structure like your monthly gym membership. Asset level will be evaluated each year on November 30th to determine billing schedule for the following year. Once, asset level exceeds $50k, you graduate to our Assets Under Management (AUM) program. **Annual Stash Management™ fee may be tax deductible

YELP REVIEWS

Who we're right for

Young, savvy professional who are:
Want ongoing support, guidance and advice with their financial life
Want someone to help them stay accountable and on track for their goals
Are too busy to implement and manage their Stash Plan

Sound like you? We've got your back 100%.

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Who don't want to handle the investment part on their own
Access to Stash's team of experts to help answer any and all money questions

Sound like you?
We've 100% got your back.

SIGN UP

Frequently Asked Questions

How are my accounts protected?
Stash Wealth backs into TradePMR for operational support and First Clearing Corp., with whom client assets are custodied. FCC is a member of SIPC with additional protection through Lloyds of London covering each client up to $1.9 million. More info here.
What is a Registered Investment Advisor?
An R.I.A. is an independent financial firm with no ties to any bank. We are subject to SEC + state regulations as well as abide by the Fiduciary Standard which, for you, means full disclosure, transparency and always putting your interests first.
Isn’t investing risky?
Each client has a different risk appetite and we profile that very thoroughly so you are never taking more risk than you need to achieve the goals in your Stash Plan.
What does Stash Management cost?
The fee for all Stash Management services, including investment management and an annual update to your Stash Plan, is determined by the asset level you maintain at Stash. Clients with less than $50,000 pay $50/mo or $510 annually (discounted 10%). Clients with $50,001-$1,000,000 pay 1.2% annual, calculated and billed monthly (0.1%/mo). A declining fee schedule is in place for assets over $1,000,000. Fees for the following year are determined on Nov 30th of the current year.
Is the fee tax deductible?
As a matter of fact, it might be. Depending on your income, part of the management fee may be deductible. If you are a Stash Management™ client, we will discuss this more during your annual tax-prep call.
Can you help me implement my Stash Plan if I don’t sign up for Stash Management?
The execution and management of Stash Plans is our core service at Stash Wealth and a very time-intensive one at that. If you're part of Stash Management, you have access to us 24/7. It's for that reason, we do not offer ongoing support to clients outside of Stash Management™. Our focus is to ensure that Stash Management clients are always on track to achieving the goals in their plan. We are a small firm so as you can imagine, our clients are like family. We prioritize their plans above all.
Are we required to move our accounts to Stash?
Stash Management is a full-service experience created for H.E.N.R.Y.s who want ongoing support, guidance and advice with their financial life as well as the implementation and regular update of their Stash Plan™. In order put your financial life on cruise control, we handle the investments in-house which means that we open and consolidate your account at Stash.
Can you explain what exactly I’m signing up for?
Stash Management is a full-service wealth management offering available to clients once they have completed the Stash Plan. It includes help with all things money, including help with your investments. In addition, it includes an annual update of your Stash Plan to recalibrate for changes in life (new job, promotions, baby on the way, etc.). You have access to us and our team of experts who provide their services at discounted rates for Stash Management clients. Money disagreement with your partner, call us, that’s when we really earn our stripes ;)
Are my investment returns guaranteed?
Only when watching Wolf of Wall Street. At Stash, this is a question we take very seriously and part of the reason why we require you to go through the Stash Plan before you can be eligible for Stash Management. We've seen just about everything while working on Wall Street - including advisors promising guaranteed returns. We're sorry to say but this isn't a real thing and anyone who tells you it is shouldn't be trusted (ever heard of Madoff?!?). Proper investing is serious business and looks very different than the over-dramatized world portrayed by Hollywood. So when it comes to investing strategy, we stick to the plan (pun, intended). Your investments will move up and down over time and it’s our job to prevent you from making emotional investment decisions that derail you from the strategy. Investing is not painless, but it does pay off in the long run.
Do you have a portal where I can see my Stash account?
Seriously?! We work with Millennials, of course, we do.
Are you Fiduciaries?
Yup, we sure are.
Is Stash a Robo Advisor?
No, we are real people. You have a team of financial professionals who believe you should have access to the high level of service and hand-holding traditionally only available to the wealthy. The best part is that we are all H.E.N.R.Y.s just like you.
READ MORE
Is the fee tax deductible?
As a matter of fact, it might be. Depending on your income, part of the management fee may be deductible. If you are a Stash Management™ client, we will discuss this more during your annual tax-prep call.
Can you help me implement my Stash Plan™ if I don’t sign up for Stash Management™?
The execution and management of Stash Plans™ is our core service at Stash Wealth and a very time-intensive one at that. If you're part of Stash Management™, you have access to us 24/7. It's for that reason, we do not offer ongoing support to clients outside of Stash Management™. Our focus is to ensure that Stash Management™ clients are always on track to achieving the goals in their plan. We are a small firm so as you can imagine, our clients are like family. We prioritize their plans above all.
Are we required to move our accounts to Stash?
Stash Management™ is a full-service experience created for H.E.N.R.Y.s™ who want ongoing support, guidance and advice with their financial life as well as the implementation and regular update of their Stash Plan™. In order put your financial life on cruise control, we handle the investments in-house which means that we open and consolidate your account at Stash.
Can you explain what exactly I’m signing up for?
Stash Management™ is a full-service wealth management offering available to clients once they have completed the Stash Plan™. It includes help with all things money, including help with your investments. In addition, it includes an annual update of your Stash Plan™ to recalibrate for changes in life (new job, promotions, baby on the way, etc.). You have access to us and our team of experts who provide their services at discounted rates for Stash Management™ clients. Money disagreement with your partner, call us, that’s when we really earn our stripes ;)
Are my investment returns guaranteed?
Only when watching Wolf of Wall Street. At Stash, this is a question we take very seriously and part of the reason why we require you to go through the Stash Plan™ before you can be eligible for Stash Management™. We've seen just about everything while working on Wall Street - including advisors promising guaranteed returns. We're sorry to say but this isn't a real thing and anyone who tells you it is shouldn't be trusted (ever heard of Madoff?!?). Proper investing is serious business and looks very different than the over-dramatized world portrayed by Hollywood. So when it comes to investing strategy, we stick to the plan (pun, intended). Your investments will move up and down over time and it’s our job to prevent you from making emotional investment decisions that derail you from the strategy. Investing is not painless, but it does pay off in the long run.
Do you have a portal where I can see my Stash account?
Seriously?! We work with Millennials, of course, we do.
Are you Fiduciaries?
Yup, we sure are.
Is Stash a Robo Advisor?
No, we are real people. You have a team of financial professionals who believe you should have access to the high level of service and hand-holding traditionally only available to the wealthy. The best part is that we are all H.E.N.R.Y.s™ just like you.
READ MORE

Let's bring your plan to life!

Your financial life is more than just investing for the goals in your plan. We help with all things money.

GET STARTED

Know a fellow H.E.N.R.Y who could benefit from our financial ninja skills?

H.E.N.R.Y.s around the country are getting their financial sh*t together. Stash is in 25 states and counting...help us grow.

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