Stash Wealth

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99 Wall St
New York, NY 10005
+1 (212) 913-9904
https://agwealthm.com

AG Wealth Management is a fiduciary fee-only financial planning firm based in New York City, specializing in providing comprehensive financial advice tailored for equity-compensated tech professionals and small business owners. With a commitment to unbiased advice and a client-first approach, they prioritize the financial interests of their clients by utilizing an open architecture model that allows access to a wide array of investment options.

The firm employs a five-step process to ensure that clients receive thorough financial planning that is free from product sales pressures. Their services extend to investment management, retirement plan consulting, and tax preparation, all designed to simplify financial complexities and help clients achieve their long-term financial goals.

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