Updated:
Stack Wealth Management, LLC
StackWealth helps professional women build organized, intentional financial lives. Founded by Vered Frank, CFP®, it combines comprehensive financial planning...
Overview
StackWealth helps professional women build organized, intentional financial lives. Founded by Vered Frank, CFP®, it combines comprehensive financial planning with disciplined, low-cost investment strategies designed for real life. Through transparent pricing and an ongoing advisory partnership, clients receive personalized advice aligned with their values and future goals.
General information
Firm type
RIA
Principals
Vered Frank
CFP®, founder
Sector focus
Frequently asked questions
What services does Stack Wealth Management, LLC provide?
As a registered investment adviser, Stack Wealth Management provides discretionary investment management and financial planning services to individuals and families. The firm operates under a fiduciary standard.
Where is Stack Wealth Management headquartered?
The firm's headquarters city and address are not publicly listed in the available sources. Most RIAs disclose their location in ADV filings, but that filing was not provided.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Stack Wealth Management, LLC in Altss
Explore available research and relationship coverage for this adviser in Altss.