Growth Strategies

At Stickney Research, we enjoy helping people with complex financial situations.
In today’s uncertain economic environment, careful analysis and planning must be done to mitigate risk in all aspects of your life. We analyze risks in your portfolio, your legal agreements, and your family business and develop strategies to reduce the risk so that your wealth is not lost.

We enjoy helping people with complex financial situations. Perhaps you’re transitioning from a full time career to living off of your existing wealth. Maybe you’re leaving a corporate career or selling a business to start a new entrepreneurial venture or devote time to a charitable passion.

Or, you may be facing a unique financial event such as the sale or restructuring of a major asset or business, or the dissolution of a partnership or marriage. Whatever the circumstances, we’re here to help see you through the good times and the bad, always with the goal of helping you achieve the best possible outcome.

As an independent firm, we are able to utilize a broad array of resources to give you only the best strategies and advice available that fit your plan. We have a national reach of both in-house and affiliated experts who can help meet your specific tax and financial planning needs.

We’ve developed strategies to help reduce taxes and preserve wealth. How do we do it?

Stickney Research staff invests over 500 hours each year on continuing education and research to stay abreast of ever-changing tax and estate law. In addition to our focus on education, we have access to a select group of the nation’s top tax law attorneys and legislators – those closest to the people in government who formulate new tax law – to anticipate what tax and legislative changes lay ahead.

Leveraging the knowledge from these alliances and our own proven expertise, we continually analyze the potential impacts, risks and opportunities to your wealth plan.

Learn More About Growth Strategies

Tax Loss Redirection

At Stickney Research, we understand that family dynamics can be sensitive and work with all family members to foster open dialogue and facilitate a smooth transition.

Yield Enhancement

We have access to a select group of the nation’s top tax law attorneys and legislators.