Stash Wealth
Why pick this one
Stash Wealth focuses on financial planning for high earners in their 30s and offers a four-week comprehensive financial roadmap.
Best for
- high earners seeking tailored financial strategies
- 30-somethings managing complex financial goals
Look elsewhere if
- looking for basic financial advice
- on a tight budget for financial planning services
Specialties
- customized financial planning
- financial guidance for high earners
Certifications
- fiduciary
What makes them different
- focuses on high earners not yet wealthy
- provides a personalized roadmap called The Stash Plan
- offers annual Stash Plan updates
- personal advisors dedicated to individual client needs
- Response time
- four-week deep dive into your finances
Distilled from this business's own website.
Contact & Location
- Address
- 1422 S Tryon St Fl 3, Charlotte, NC 28203
- Phone
- 2129139904
- Website
- https://www.stashwealth.com/
- hey@stashwealth.com
Services
- financial advisory
- investment planning