Meet Our Family
The greatest attribute of any organization is its people, and Arcadia Wealth Management prides itself on the quality and stability of its organization. Our focus on teamwork leads to consistency in the delivery of services and of the client experience.
Walter Wisniewski, CFP®
President | Founder | CEO
Walter Wisniewski is the founder, CEO, and President of Arcadia Wealth Management. Walter has been in the wealth management business for over 37 years, but he spent the earlier part of his career as a concert pianist…
Allison Vanaski CFP®
Senior Wealth Advisor | VP of Investments
Allison is a member of The National Association of Personal Financial Advisors (NAPFA) and approaches financial planning with the holistic view in mind without any conflicts of interest. A NAPFA-Registered Financial Advisor must…
Susan Wisniewski
Vice President of Operations
Susan holds a Bachelor Degree from SUNY at Oneonta and a Masters Degree from SUNY at Stony Brook. She holds insurance licenses for life, health, property and…
Darlene Attard, CPA
Client Service Associate
Darlene Attard, CPA, began her career at Ernst & Young and continued with Citibank, N.A. where she earned her CPA License. She also has experience with mortgages and life insurance….
Kelly Lynch, CFP®
Associate Wealth Advisor
Kelly joined the Arcadia team in July 2019 after interning with the company the previous summer as a college student. She is a graduate of Virginia Tech, where she earned a BS in Finance…
Begin Your Journey
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.
