Arcadia Wealth Management is fortunate to include father-daughter team Walter Wisniewski and Allison Vanaski whose shared mission is "Bringing your family into ours to empower you to plan for life's transitions, protect your family and pursue the life you wish to lead."
We pride ourselves on accessibility and providing expert advice in wealth management. Reduce stressful decision making and ease the burden of time consuming administration. Our objective is to set you up for success and keep you on track with your goals.
Most of us wish to create and preserve wealth for future generations. We help our clients generate a steady stream of retirement income so that they may prosper and live happily in their golden years. We help you simplify your life while creating a legacy you can pass on those you love.
As a Fee-Only Fiduciary we provide Comprehensive Financial Life Planning and sophisticated Investment Management to our clients and their future generations.
A message from the Founder.
"Financial decision making has very little to do with money. It has more to do with emotions and behavior."
Walter Wisniewski, CEO
A message from our Senior Financial Planner and VP of Investments
"Financial planning doesn’t have to be complicated or stressful. One or two small changes can lead us down the path to building wealth and creating a prosperous future."
Allison Vanaski, CFP®
We offer customized, non-proprietary solutions solely in our clients’ best interests.
Our Fiduciary Oath
Unlike many advisors, we never accept sales commissions; instead, we charge a reasonable fee.
Your Client Experience
It's more than just investing successfully. We understand the big picture.
Resources and Stories for Real People
Our blog offers valuable information on wealth planning and investment management and provides perspectives on how to communicate more effectively and get organized when it comes to finances.
Common Questions
We like to provide our website visitors with as much information as possible, so that you can get a true sense of who we are and what you can expect when you walk through our doors for your first meeting. Please review our commonly asked questions, explore the services we provide, read our blogs and articles and connect with us on Social Media. Feel free to contact us with questions and, when you're ready, set up a call or meeting so that we can talk about your values and your goals.
49 percent of investors have not set financial goals
33 percent of people have no financial plan.
21 percent of workers don't seem to be contributing enough to their 401(k) accounts to get all the matching funds offered by their employer. That's a shame, since matching funds are free money.
66 percent of households in America—an estimated 65 million households—will probably fail to realize one or more of their major life goals because they’ve failed to develop a comprehensive financial plan.
*sources
https://media.ally.com/2015-04-06-Ally-Survey-Finds-Only-Half-of-Americans-Set-Financial-Goals-One-Third-are-Not-Saving-Money-for-the-Future
https://www.cnbc.com/2015/04/29/one-third-of-americans-lack-a-future-financial-plan-study.html
https://www.usatoday.com/story/money/personalfinance/retirement/2017/11/03/20-retirement-stats-that-will-blow-you-away/107164028/
https://www.sec.gov/pdf/report99.pdf
