Transform Wealth into Wellbeing.

WELCOME TO Stickney Research

As an integral partner and resource, we consult with you on important financial decisions and provide guidance to help you understand the tax implications or tax saving opportunities. Our goal is to help you create the life you want by designing a plan that takes into consideration the lifestyle you desire and the dreams you wish to fulfill.

Who We Are

We are a caring team of people dedicated to helping you simplify the demands of managing your wealth. At Stickney Research, every client relationship is valued and each client receives the care and attention they deserve.

Warren Stickney

Managing Partner

Jeannine Resteiner Citoli

Managing Partner

Fiercely Independent

Stickney Research is proud to be an Owner-Firm of Lion Street, Inc., an exclusive national financial services company owned by fiercely independent financial advisors. Lion Street comprises an elite network of firms nationwide who specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients. Owner-Firms leverage a state-of-the-art platform with favored access to financial institutions and their products combined with sophisticated resources needed to design advanced solutions which enhances our ability to meet the complex planning requirements of our clients.

Ownership in Lion Street is by invitation only.

Our Thinking

At Stickney Research, we always strive to provide the best financial information for the public. Browse our resources and downloads below to learn more.

White Papers

Educational Videos

Tax Calculators

Contact Us

To find out how Stickney Research can help you or your business, call us at 425.462.6335 or toll free 800.441.6109. You can also request a contact back by filling in the information below.

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