Stangier Wealth Management

Gretchen Stangier is a CFP® professional with 26 years of industry experience. She has led Gretchen Stangier, Inc. since 2009 and holds Series 63 and Series 65 licenses. Stangier Wealth Management, where she is a principal, is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm follows a Modern Portfolio Theory approach with diversified allocations and uses both internal and third-party portfolio management, offering educational seminars and disclosing performance results.

Carol Young is a financial advisor at Stangier Wealth Management with eight years of industry experience. She holds a Series 65 designation and has been with the firm since 2015. Stangier Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm follows Modern Portfolio Theory with diversified allocations and systematic rebalancing, often utilizing third-party portfolio managers while maintaining internal management capabilities.

Amy Candioto is a financial advisor at Stangier Wealth Management with a Series 65 designation and over 11 years of industry experience. Her prior roles include positions at Pacificor LLC and Marquis Companies. Stangier Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm follows Modern Portfolio Theory with diversified allocations and uses both internal management and third-party portfolio managers, offering educational seminars and maintaining formal compliance and reporting practices.