What We Do
We offer a breadth of wealth and estate planning services, investment advisory services, and services for family-owned businesses. We simplify the demands of managing your wealth and minimize your worries, so you can have confidence and clarity in your goals and the peace of mind that comes with a thorough knowledge of your plan.
Learn More About Our Services
Wealth Preservation
Many affluent people have gambled on “high stakes, high reward” stock portfolios, only to have lost a substantial portion of their wealth. We offer strategies to help you retain more of your income, achieve your goals and preserve your wealth for retirement, heirs or charity
Growth Strategies
We enjoy helping people with complex financial situations. Our custom plans can help you maximize your current and future income and adjust your portfolio to take appropriate risk.
Wealth Disbursement
At Stickney Research, we assist you with every aspect of your plan to determine which strategies are aligned with your goals