Services
Wealth management
Wealth management brings investment decisions, financial planning, tax considerations, and estate coordination into one ongoing relationship. Aspirean Wealth works with business owners, equity-compensated executives, and families to connect those decisions, while coordinating with their tax and legal professionals and considering the costs, risks, and limits of each approach.
Where we offer it
Where can you discuss wealth management?
Wealth management 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
Wealth management in St. Joseph, MI
505 Pleasant St, Suite 401St. Joseph, MI 49085
(844) 687-5342
St. Joseph, MI · Benton Harbor, MI · Southwest Michigan
Wealth management in Chesterton, IN
160 Rail Rd, Suite 4Chesterton, IN 46304
(844) 687-5342
Chesterton, IN · Valparaiso, IN · Northwest Indiana
What changes when a business is your largest asset?
We begin with the role the business plays in household income, liquidity, and long-term plans. Business exit planning connects those needs with the transaction and the work of your tax and legal advisers.
What changes when you receive equity compensation?
We review company shares and awards together with employment income, spending needs, and trading restrictions. Diversification choices can involve taxes and a loss of future upside, so a schedule needs to fit your circumstances.
What changes when family responsibilities shift?
We review account access, spending, beneficiaries, and the responsibilities each family member wants to take on. The pace of decisions should reflect both immediate needs and the time required to understand the choices.
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.
What should I consider before investing in private investments?
We evaluate any proposed investment against your objectives, liquidity needs, risks, and costs. Private investments can involve limited liquidity, complex terms, and additional fees, and they are not appropriate for every household.
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’d like to talk about wealth management for your situation, we’d like to hear from you.
Meet with us