About Stickney Research
We are a research-driven advisory firm grounded in thoughtful planning and disciplined execution. Our approach reflects the belief that wealth management is not simply about performance, but about how investments, taxes, charitable strategies, and estate plans interact across decades. We prioritize clarity, continuity, and decisions that hold up under real-world conditions.
We Take Responsibility for Complexity
We assume that financial decisions interact, sometimes in ways that are not immediately visible. That belief shapes how we operate as a firm. Because of that, we slow down major commitments, test ideas under different conditions, and evaluate how investment strategy, tax exposure, charitable intent, and estate structure function together. Our responsibility is not simply to offer answers, but to make sure those answers hold up over time.
We Believe Understanding Reduces Risk
We do not separate advice from education. If a client cannot clearly explain why a strategy exists, the work is incomplete. In practice, we prioritize clarity around tradeoffs, constraints, and long-term implications. Complexity is often unavoidable; confusion is not. As a result, we view informed decision-making as a form of risk management in its own right.
We Value Long-Term Trust
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.
Our work often intersects with moments that carry emotional weight: business transitions, family dynamics, health events, charitable commitments, and estate decisions. We approach those situations with discretion and steadiness. Trust is not assumed; it is earned through consistency, candor, and judgment that remains reliable under pressure.
