Stackpole Wealth Information

Stackpole Wealth helps clients Save for college, plan for retirement, and manage investments for wills, trusts, estates & non-profits. Each client, enjoys a an experience that is deeply tailored. The rewards from our more involved approach help us sustain our 98% retention rate. Returns are important to any financial plan and Stackpole Wealth is extremely proud of its returns record. We take specific pride in our novel approach to cut fees at a time when brokerages, advisors and the industry overlooked their critical impact. In 2011, Stackpole Wealth developed a model showing the impact of fees from lost compounding, sending results to business schools, industry professionals, and financial publishers. Results were soon picked up by William Clark Agency, NY in 2015. That same year results were published at the Global Conference of Business & Finance in Costa Rica. By 2016, the impact of fees was getting noticed by The New York Times and by television, including Frontline and John Oliver. Our ability to creatively address overlooked shortfalls continues: Our latest article looks at novel strategies to counter the high costs of tuition. Accepted by the University of Louisville for publication in 2021. We welcome you to visit our research publications on Elsevier's Social Sciences Research Network. Stackpole Wealth has always refused commissions. We strongly argue that average advisory fees continue to be unreasonably high and we continue to challenge the status quo. See our fee comparison under "pricing". Without volume to make up what we often lose in lower fees, it's never stopped us from doing what we believe is right.