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.

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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.”

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
CEO

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.

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Allison Vanaski, CFP®

Understanding the Biden Tax Plan

The Biden Administration and congressional Democrats have released a full tax proposal that the House Ways and Means Committee is set to vote on this week.

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

As financial planners in Smithtown, NY, 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