Wealth Management

Our wealth management services include investment consulting and advanced planning. We strive to establish and cultivate ongoing relationships with our clients based on trust, transparency, and fiduciary responsibility.

Please use the tabs below to learn more about our process:

  • INVESTMENT CONSULTING
  • ADVANCED PLANNING
  • RELATIONSHIP MANAGEMENT
INVESTMENT CONSULTING
Gaining a thorough understanding of our clients underlies building successful relationships. Our process of investment consulting forms the foundation upon which Arcadia bases such relationships. We begin with a client interview process which, in addition to your investments, examines your values, goals, interests and relationships. With an eye toward portfolio protection, we evaluate the risk in your current portfolio and then recommend an investment plan which is designed to help you reach your unique goals.
ADVANCED PLANNING
Our advanced planning services address the primary concerns of most investors today--Wealth Enhancement, Wealth Protection, Wealth Transfers and Charitable Giving.
RELATIONSHIP MANAGEMENT
Proactive relationship management underlies Arcadia 's client servicing philosophy and helps align goal fulfillment with your stated values. As part of the initial client interview and development of your Investment Policy Statement, we incorporate your desired level of involvement in the process and desired communication plan. Your other trusted advisors are incorporated as appropriate and in accordance with your desires.
Allison Vanaski CFP®
A message from our Senior Financial Planner and VP of Investments

“Financial planning doesn’t have to be complicated or stressful. One or two small changes can lead us down the path to building wealth and creating a prosperous future.”

— Allison Vanaski, CFP®

Begin Your Journey

As one of the best financial planners in Long Island, 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.