Stash Wealth
Hours:
Closed Now
Monday 9:00 AM - 5:00 PM
Tuesday 9:00 AM - 5:00 PM
Wednesday 9:00 AM - 5:00 PM
Thursday 9:00 AM - 5:00 PM
Friday 9:00 AM - 5:00 PM
Saturday Closed
Sunday Closed
Tuesday 9:00 AM - 5:00 PM
Wednesday 9:00 AM - 5:00 PM
Thursday 9:00 AM - 5:00 PM
Friday 9:00 AM - 5:00 PM
Saturday Closed
Sunday Closed
Address: 1230 W Morehead St Suite 106, Charlotte, NC 28208, USA Get Directions
What people love
From reviewsAbout this business
About Stash Wealth
At Stash Wealth, we are a personal finance firm that assists young professionals in getting their financial house in order. Our mission is to offer the type of personalized financial advice that our founders wished they had received earlier in their careers so they could grow wealth for the future and live the life they want. Most 20-30somethings who may not have much to invest are turned away from traditional advisors. Stash Wealth believes your net worth should not prevent you from receiving the personal, white-glove financial advice that can revolutionize your life. Our signature service, the Stash Plan, aims to optimize your life and help you pursue your objectives. The firm's ultimate goal is to help you live an authentic life and manage your money in a manner that best fits your beliefs. The industry has commended our unwavering dedication to providing fiduciary-level financial advice to "not yet rich" individuals. We have been featured in renowned publications such as The Wall Street Journal and Forbes, as well as Buzzfeed, Business Insider (CNBC), Cosmopolitan, NerdWallet, CNBC, Cosmopolitan, and many others.
Frequently asked questions
6 questionsWhat do Stash Wealth clients say about their financial planning experience?
Clients frequently praise the team for their personalized approach and ability to educate them about finances. Reviewers highlight the holistic planning and how it positively impacts their quality of life, making them feel confident about their financial futures.
Does Stash Wealth provide personalized financial advice for young professionals?
Yes, Stash Wealth specializes in offering personalized financial advice specifically for young professionals, focusing on helping HENRYs build wealth and manage their finances effectively, as highlighted in their mission statement.
Can I expect to receive guidance on spending and financial goals from Stash Wealth?
Absolutely. Reviewers mention that Stash Wealth helps clients gain clarity on their finances, allowing them to spend confidently while still staying aligned with their financial goals.
How does Stash Wealth differentiate itself from traditional financial advisors?
Stash Wealth stands out by providing personalized, white-glove financial advice to young professionals, particularly those who may not have significant assets yet, ensuring that net worth does not hinder access to quality financial guidance.
What kind of clients does Stash Wealth focus on?
Stash Wealth primarily focuses on HENRYs (High-Earners, Not Rich Yet), helping them optimize their finances and achieve their life goals, as stated in their mission.
Where is Stash Wealth located?
1230 W Morehead St Suite 106, Charlotte, NC 28208, USA
Location & directions
Charlotte, North CarolinaStash Wealth
Wealth Management Companies
Address
1230 W Morehead St Suite 106, Charlotte, NC 28208, USA
Hours
Closed Now
Stash Wealth Reviews · 5.0 average
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