What We Do
We can help you transform your wealth into wellbeing through personalized financial planning, strategic investment management, and philanthropic advisory. Our holistic approach aims to enhance your financial security, personal fulfillment, and ability to make a positive impact on the world. Let us assist you in pursuing a balanced and fulfilling financial life.
Learn More About Our Services
Wealth Preservation
Many affluent people have gambled on “high stakes, high reward” stock portfolios, only to have lost a substantial portion of their wealth. We offer strategies to help you retain more of your income, achieve your goals and preserve your wealth for retirement, heirs or charity
Growth Strategies
We enjoy helping people with complex financial situations. Our custom plans can help you maximize your current and future income and adjust your portfolio to take appropriate risk.
Wealth Disbursement
At Stickney Research, we assist you with every aspect of your plan to determine which strategies are aligned with your goals