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. Gain confidence and clarity

When you consider your most pressing financial concerns, wouldn’t it be great if you were surrounded by a team of people empowered with the knowledge to put your mind at ease? As your wealth strategy partner, we’ll work with you to help simplify every aspect of your financial life, so you can have confidence, clarity, and peace of mind.

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 expertise 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.

Learn More About Us

Wealth Discovery Process

Our Wealth Discovery™ process is a consistent, predictable approach to wealth planning – customized to your specific needs.

Our Leadership Team

Meet our firm’s founders

Press & News

At Stickney Research we believe that by leading a life active in the community is one that offers a great sense of satisfaction and reward.

Client Spotlight

Many of our clients have found that community involvement or following their passion outside of work or in retirement, gives them a deep sense of purpose beyond their careers or family.