Stash Wealth

Specialties

–Not Your Father’s Financial Advisor–

Stash Wealth educates and empowers H.E.N.R.Ys™ [High Earners, Not Rich Yet] who are largely ignored by the traditional financial firms. As a Registered Investment Advisor based in New York, Stash helps their Millennial clientele get their [financial] sh*t together so they can turn their income into wealth. With monthly «Financial Cliffnotes» articles, and educational happy hours on personal finance topics (Financial Cliffnotes: LIVE), Stash makes valuable financial information accessible to Millennials of all budgets. One-​on-​one, Stash provides guided advice and solutions for individuals and couples that range from a one-​page personalized summary of how to better organize your finances, The Money Map™, to a their signature financial plan, The Stash Plan™. Their ongoing wealth management solutions are fee-​only, keeping their incentives aligned with their clients. Stash Wealth is eager to usher in a new era of what it means to be money savvy with their no-​bullshit approach.

History

Established in 2013.

Educating and empowering young professionals to take control of their financial life NOW so they aren’t kicking themselves when they hit their 40s, wishing they had started sooner.

Meet the Business Owner

Priya M.

Business Owner

Priya Malani is an entrepreneur and co-​founder at Stash Wealth, a financial planning firm for H.E.N.R.Ys [High Earners, Not Rich Yet]. She left Wall Street to establish a new norm for what it means to work with a Financial Advisor. Priya wants to change the way Millennials think about their money. Her clients are ambitious professionals who kick-​ass at work and want something to show for it. She helps them make their money work as hard as they do. Before Stash Wealth, she worked for Merrill Lynch’s Wealth Management division with the firm’s high net worth and ultra high net worth clientele.