Mission
Mainstay Financial Management provides wealth management to a select clientele of individuals and their families. These individuals are a combination of young accumulators, pre-retirees, retirees, and business owners. We help them seek to grow and preserve their assets while simplifying their financial lives.
Mainstay Financial Management advocates for our clients as if we were caring for our own families. We aspire to build lasting, meaningful relationships based on trust, integrity, and superior customer service.