Stash Wealth, LLC

Stash Wealth, LLC is a registered investment advisor founded in April 2013 by Priya Malani. The firm specializes in serving high-earning professionals, offering financial planning services such as cash-flow planning, investment planning, estate planning analysis, retirement planning, tax planning, and more through their Stash Plan engagement. Clients have the option to continue with ongoing wealth management services via the Stash Management Service, which includes investment management, financial advice, and annual plan updates. Stash Wealth uses a team-based approach and provides services based on fees outlined in their fee schedule. The firm follows a passive asset allocation strategy based on Modern Portfolio Theory, utilizing ETFs, mutual funds, equities, and cash equivalents. Clients have investment discretion, and the firm does not engage in performance-based fees or side-by-side management. There is no minimum account size for their services, but there is a minimum monthly fee for the Stash Management Service. Clients are responsible for third-party fees, and SW does not receive compensation for the sale of securities to clients. SW does not participate in wrap fee programs and does not accept soft dollar benefits. The firm does not have custody of client funds and maintains investment discretion for all clients. SW does not accept voting authority for client securities.