Back to Search Favorites List

StackWealth

StackWealth is a modern wealth advisory firm helping professional women build organized, intentional financial lives. The name StackWealth reflects our philosophy that wealth is built layer by layer through thoughtful decisions around cash flow, investing, taxes, and long-term planning. Founded by Vered Frank, CFP®, StackWealth combines comprehensive financial planning with disciplined, low-cost investment strategies designed for real life, not just theory. Through transparent pricing and an ongoing advisory partnership, clients receive personalized advice aligned with their values and future goals. Whether you’re redefining success, navigating change, or building toward a new vision of financial independence, StackWealth provides steady guidance to help you move forward with clarity and confidence.
Visit Website
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

Advisors at this Office

Vered Frank, CFP®
NAPFA-Registered Financial Advisor
Visit Website
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

This Office

New York New York New York, NY 10013 Phone: (646) 397-9740

Primary Office

New York New York New York, NY 10013 Phone: (646) 397-9740
Visit Website