You’ve built success.
Now let’s make it sustainable.
Time to take ownership of your wealth, simplify complexity, and build a financial plan that supports you and the people you care about.
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Why Work With a Financial Advisor
Personalized Guidance
Navigate life's financial transitions with expert advice tailored to your unique situation and goals.
Protection & Security
Build resilience against uncertainty with risk management strategies that protect what matters most.
Long-term Growth
Investment strategies  that support sustainable, long-term wealth building.
Why Financial Planning Matters
People with a documented financial plan feel more in control of their finances, and are more confident they'll reach their financial goals.
36%
% with a financial plan
76%
% that feel more financial control because of plan
96%
% confident they will reach their goals because of plan
About Stack Wealth
For professionals who are caring for others while also caring about their future
At StackWealth, we understand that your financial journey is deeply personal. Your career transitions, family responsibilities, and evolving priorities all shape your relationship with money.

With over 22 years of experience in the wealth management industry, my approach centers on creating sustainable financial strategies that align with your values and support both your ambitions and the people who matter most to you.

I believe financial advice should be clear, actionable, and free from unnecessary complexity or industry jargon.
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Our Approach
You Choose How You Want to Work With Us
Choose the relationship that works best for your needs and preferences.
What it means
Comprehensive wealth management with full delegation
What you pay
Asset-based fee with transparent pricing
What you get
A personalized financial plan with ongoing  investment management and support
Who it's for
Busy professionals who need fully managed investing
What it means
Collaborative approach with ongoing professional guidance
What you pay
Monthly subscription fee
What you get
A personalized financial plan and support to implement key action items
Who it's for
Busy professionals who want to stay involved in decision-making
What it means
Detailed roadmap to guide self self-directed investors to action
What you pay
One-time financial planning fee with optional hourly support as needed
What you get
A personalized financial plan and roadmap to implement key action items
Who it's for
Self-starters who want to learn and implement on their own schedule
How it Works
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Schedule a consultation to start your financial journey with clarity and confidence.
We'll meet to understand your goals and explore how we can help.
Schedule a Consultation