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®

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®

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

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

Kelly Lynch

Associate Wealth Advisor

Kelly is a graduate of Virginia Tech where she earned a Bachelor of Science in Finance on the Certified Financial Planner™ Education Track, with a minor in Mathematics….

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.