About Stickney Research
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.
Delegate your worries. Transform wealth into wellbeing
When you consider your most pressing financial concerns, wouldn’t it be great to have a team empowered with the knowledge to help put your mind at ease? As your wealth strategy partner, we’ll work with you to simplify every aspect of your financial life. Our goal is to help you transform your wealth into wellbeing, for a balanced and fulfilling financial future.
Empowering people through education
You’re a specialist in your field. We’re specialists at wealth planning. In planning a journey through unfamiliar territory, the right guide can illuminate the path and point out dangers and opportunities that might otherwise be overlooked.
Feel connected
We have the utmost respect for the trust you place in us. As a partner and advisor, we are often the first to be called upon to provide clarity and insight in times of personal and family crisis. Only through time-tested relationships have we earned this privilege. Stickney Research has experience in mediating sensitive situations involving families, partners, and associates.
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.