New York, NY Office

Stash Wealth, LLC serves individual clients with an emphasis on high-earning professionals, providing a multi-step financial planning engagement (the Stash Plan) and optional ongoing investment management through its Stash Management Service. The firm delivers written financial plans and, for clients who subscribe to ongoing services, implements model portfolios and coordinates access to outside specialists for tax, estate, insurance, and related needs.

The firm’s investment approach is rooted in Modern Portfolio Theory with a primary focus on passive asset allocation implemented via ETFs and mutual funds, supplemented at times by active positions, model portfolios, periodic rebalancing, and tax‑loss harvesting. The brochure also states that Stash Wealth “does not make investment decisions based on investment objectives or risk tolerance,” and it informs clients that actual portfolio risk may differ from their comfort level as documented in the Stash Management Service agreement.

Stash Wealth places a notable emphasis on client education and outreach, offering newsletters, podcasts, and public seminars or speaking engagements, and it operates a proprietary Stashboard™ portal for secure document exchange and plan delivery. The firm’s marketing and revenue practices are atypical for peers: it discloses use of paid influencer promotions, affiliate links, compensation for published video content, and the use of testimonials and third‑party ratings in advertising, and it requires clients to custody assets with a specified custodian.