Private Clients
Why work with Stash Wealth, and not one of your friendly neighborhood bro-advisors?
Simple.
First, we get 30-somethings. Your life, your challenges, your goals—especially the balancing act of living fully now while planning for what’s next. Second, as a Private Client, you get a Stash Plan Update every year (yep, that $5,000 custom roadmap is included with the 1% AUM fee). Finally, unlike other firms, our advisors aren’t here to upsell or keep tabs on your bank balance—they’re here to focus on one thing: you. No sales pitches, no building books of business—just straightforward, expert advice designed to help make your financial goals a reality.
Keep reading for the details, but honestly, for our kind of people… It’s a no-brainer.
Human-First
Your 30s are kind of a big deal.
This decade can influence everything that comes next—where you’ll live, the career path you’ll take, whether you’ll start a family, and how big that family might be. Not to mention you’re trying to actually live your life too.
At Stash Wealth, we’re not just here to talk numbers. We want to understand you—the whole person, your big dreams, what you value—so we can make sure your money is doing what it’s supposed to: supporting the life you live now and setting you up for the future.
Other advisors focus solely on the math; we focus on making the math work for you.
Priya Malani
Head Human at Stash Wealth
Stash Plan Included
We know life has a way of throwing curveballs (hello, new job, new house, or new baby), which is why as a Private Client you’ll get a Stash Plan Update every year—at no extra cost. That way, your plan grows with you, making sure your money game stays on point no matter what life throws your way.
How we get paid
Though we charge a % of assets under management (AUM) like most financial advisory firms, that’s where the similarities end. We take our role as fiduciaries very seriously, which means our advisors' paychecks don’t depend on how much you have in the bank.
Yep, you read that right. Our business model keeps things clean—your advisor’s incentives are always aligned with your best interests.
How? Unlike the competition, our advisors choose Stash Wealth because they enjoy helping clients and don’t want to spend their time hitting quotas or drumming up business. They’re paid a salary so they can focus on you.
No smoke, no mirrors, just pros dedicated to your success.
Ready to join the club as our favorite new client?
The first step is always to book a call to see if we’re a good fit.