Stash Wealth - Charlotte

Reviews, get directions and contact details for Stash Wealth

Address: 1422 S Tryon St Fl 3 , Charlotte 28203, NC, US

Phone: (212) 913-9904

State: NC

City: Charlotte

Zip Code: 28203

opening hours

Monday: 09:00-17:00
Tuesday: 09:00-17:00
Wednesday: 09:00-17:00
Thursday: 09:00-17:00
Friday: 09:00-17:00

Update Info

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Reviews

My husband and I love Stashwealth and Rob!!! He helped us put together a plan that works for us that actually makes sense and aligns with our goals! We can't wait to continue working with their team through the next phase which is Stash Management!!!! Finally a team that understands us and doesn't bore us to death lol!

We absolutely love the service from this financial planner. They are always open to questions and are simply the best at getting back to you. Highly recommend.

The whole Stash Wealth team is amazing! They make each call and email so personalized and easy to understand. I love working with them and could not be happier with planning my financial future. I highly recommend the team for all future H.E.N.R.Ys!

Stash Wealth helped me get clarity around my finances and actually realize I could spend more money than I was previously spending while still staying on track with my goals! They are a great resource for everything related to money and I really feel like their team is there to help out no matter what the situation.

Holistic $$ planning by relatable financial advisors! The Stash Team doesn't just focus on the numbers, they focus on how the numbers affect your quality of life and work with HENRYs to increase the overall health of your finances and your lifestyle. GREAT experience.

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