Our Family Helping Your Family

We are a multi-generational, fee-only financial planner located in Smithtown, NY that's dedicated to helping our clients achieve peace of mind and confidence at every stage of life.


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 to those you love.



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.


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.”

Our Family Helping Your Family

Find Clarity at Every Stage of Life

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As a Fee-Only Fiduciary we provide Comprehensive Financial Life Planning and sophisticated Investment Management to our clients and their future generations.

It is our mission to help our clients find a successful path through life’s challenges by managing the practical aspects of their finances so that they can help themselves emotionally and physically when life’s challenges arise.

"Financial decision making has very little to do with money. It has more to do with emotions and behavior."
Walter Wisniewski CFP®
Walter Wisniewski

Begin Your Journey

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.

asset class returns
Arcadia Wealth Management

What You Might Not Know About Asset Class Returns

Asset classes, like small-cap value or large-cap growth, don’t have one, absolute definition. They same label can represent different methodologies with sizable differences in outcomes, highlighting the importance of looking beyond a name.

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Arcadia Wealth Management

Sector Flip-Flop

While it might be tempting to chase top-performing sectors, we demonstrate why in a broadly diversified portfolio, every sector doesn’t have to increase in value over any period to earn a positive return over the long term.

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It's never too late to take the first step, or get a second opinion

As a wealth management firm in New York, our initial discovery meeting is complimentary and  gives us the opportunity to provide information and resources about who we are and what we do, so that you can make an informed decision about who you choose to work with on the future of your wealth.

The Millionaire Within

Unleash The Millionaire Within You

Intelligent financial decision-making is not about money. It’s about emotions, behavior, and unleashing the power that lies within you.

Available in Hardcover, Paperback, & E-Book formats on