Stash Wealth

Stash Wealth is amazing! My husband and I wanted to enhance our financial intelligence and learn ways to maximize our money and investments but we didnt want to go to a big corporate bank to do so. Enter Stash Wealth — the most amazing answer to our prayers! Working with Priya has been eye opening, informative, fun and empowering. We now know our monthly expenses and cash flow, we have a plan to increase and diversify our investments, we are clear about future goals and we have an actionable plan to help us achieve them. Not only do we feel relief to have this set up and in place, we feel extremely confident and trusting that Priya and her team are managing our assets in a way the aligns with our intentions. Having access to her also helps. If we have a question, need support or would like something clarified, Priya answers quickly, honestly and with care. We are excited to watch our wealth grow and we are looking forward to our quarterly meetings for check-​ins and reevaluations. I am obsessed and so so thankful. I highly recommend!!!

Stash wealth brings a new perspective and twist to financial advising. Their approach is so unique and today! They are focused on your life goals and set a financial plan for you so that you can try to reach all of your goals that are the most important to you. When you get the plan from them you can either take and do it yourself, or have them assist you in the implementation of it all, or they can 100% handle it all for you. Stash Wealth is such a great new twist on todays modern financial advising. If you really don’t know anything about investing or financial planning this is the perfect all in one service to get you on track. I had a pretty good baseline of investments and they showed me how to maximize my potential and where I had weaknesses in my investment portfolio and where I could make changes and how to make those changes. I never really thought about all of my lifelong goals until meeting them and putting all on paper. Now I have a solid feel on which of my lifetime goals are realistic and how to achieve them. I highly recommend Stash Wealth. Priya and Rob were really great to work with!

At first I didn’t think I needed a financial plan yet, especially since I don’t feel like I have a lot of *extra* income lying around. But I just did a Stash Plan and now that I know exactly how much money I should put away each month if I want to get everything I want in life, I’m kind of excited! It was so much simpler than I thought… I may not stick to it completely but at least I know where I stand, and I also know that if I want that million dollar condo in a few years it’s not going to happen by accident! ;)
Seriously though Priya and Rob were so thoughtful and thorough and they got me thinking about my dreams and goals, and how to make them a reality. I feel so much clearer on everything now.