Services
Financial advisors
A financial adviser helps connect investment decisions with the goals, obligations, and risks in your financial life. Aspirean Wealth provides financial planning, investment management, tax coordination, and estate coordination for individuals and families, working alongside their tax and legal professionals to make the responsibilities and trade-offs in each decision clear.
Where we offer it
Where can you discuss financial advisors?
Financial advisors in Marin County, CA
6 Knoll Lane, Suite BMill Valley, CA 94941
(415) 383-8404
Marin County, CA · Mill Valley, CA · San Francisco Bay Area, CA
Financial advisors in St. Joseph, MI
505 Pleasant St, Suite 401St. Joseph, MI 49085
(844) 687-5342
St. Joseph, MI · Benton Harbor, MI · Southwest Michigan
Financial advisors in Chesterton, IN
160 Rail Rd, Suite 4Chesterton, IN 46304
(844) 687-5342
Chesterton, IN · Valparaiso, IN · Northwest Indiana
What should business owners review with an adviser?
Business owners can review liquidity, personal guarantees, succession plans, and how much household wealth depends on the company. Our wealth management services connect these questions with investment and family planning.
What should executives review about company stock?
Executives can map equity awards, trading restrictions, tax obligations, and the share of household wealth tied to an employer. The aim is a decision process that accounts for both concentration risk and the costs of changing the position.
What should families review during a transition?
Families can review cash needs, account access, beneficiary forms, and which decisions require an attorney or tax professional. Clear responsibilities and a shared inventory help make ongoing planning easier to follow.
Frequently asked questions
What else should you know before working with us?
Do you have a minimum asset level?
Yes. We best serve individuals with at least $1 million in investable assets, including 401(k) plan assets, or more complex financial situations. Our minimum annual fee is $7,500 for clients below that threshold.
How are you compensated?
Aspirean Wealth charges an advisory fee based on the assets it manages. Investment expenses and custodial or transaction charges may also apply; review our firm disclosures and your agreement for fees, services, and conflicts of interest.
Who holds my money?
Accounts are held at Charles Schwab or Fidelity in your name. Aspirean Wealth manages investments within the authority you grant, and the custodian provides account statements; review our disclosures for the scope of services and fee arrangements.
This page provides general information, not individual investment, tax, or legal advice. Investing involves risk, including possible loss of principal; planning does not assure a particular outcome.
Meet with us
Let’s talk.
If you’re looking for a financial advisor, we’d like to hear from you.
Meet with us