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.
Legacy
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.
Knowledge
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.
Family
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.”
Find Clarity at Every Stage of Life
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.
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.
A recent study from Morningstar’s Jeff Ptak estimates that the average U.S. fund investor held about 82% of their equity portfolios in U.S. stocks as
My daughter’s bus leaves her stop at 7:25 a.m. To get there with ample time, I know I need to leave our house at 7:15.
Imagine you’ve been granted a choice from a magic (retirement) genie. He asks if you’d rather have $100K at the start of your retirement or
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.
