Sara Stollberger

Chief Operating Officer at Arcadia Wealth Management

Sara Stollberger's Professional Contact Details

Email (Verified)

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Location

Smithtown, New York, US

Company

Arcadia Wealth Management

Person Seniority

c_suite

Person Functions

operations

Sara Stollberger's Current Company Details

Arcadia Wealth Management

Smithtown, New York, US • 3 Employees

finance

Arcadia Wealth Management is a wealth management firm with offices in Smithtown, NY and New York City. Our team-based approach gives our clients a unique experience; all of our financial professionals are well versed on each client situation, ensuring our clients receive the utmost level of care. Arcadia Wealth Management is committed to client service and integrity, and as fiduciaries we always put the best interests of our clients first. Our firm offers asset management, estate planning, tax planning, and risk management. Arcadia's staff maintains close relationships with individuals and families. Through the use of music and regularly scheduled meetings, we encourage our clients to view life in a different way. By working with all aspects of a client's life, we hope to provide meaningful and creative solutions to difficult client challenges that may move beyond the standard definition of financial planning. We like to say we are in the business of life planning. Our job is to go beyond simply providing wealth management services, but to really get to know clients â€“ to learn about their values, relationships and life dreams â€“ and to have a significant and positive impact on their lives. As long-term relationships are forged, clients become empowered to deal with future life events. Clients can be assured that we put their interests first and that they are treated with the level of fiduciary care and attention they deserve.

Organization Website

arcadiawm.com

Organization Revenue

7000

Current Technologies

sumome