Services
Wealth management
Aspirean Wealth provides wealth management for high net-worth individuals and families. We coordinate investment management, tax strategy, and estate planning under one team, using an evidence-based approach built on peer-reviewed research rather than speculation or market timing.
Where we offer it
Wealth Management in three offices.
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
For business owners
If your net worth is concentrated in a business you plan to sell, pass to family, or recapitalize, wealth management starts before the closing table, not after. We coordinate QSBS §1202 exclusion planning, trust structures such as a Charitable Remainder Trust or an IDGT installment sale, and the shift from business income to portfolio income, so your investment plan is ready when the proceeds arrive.
For equity-compensated executives
If your wealth is concentrated in company stock, RSUs, or options, we design a 10b5-1 plan to diversify systematically, coordinated with your vesting schedule, tax withholding, and your employer’s trading windows.
For widows & families
If you are managing significant wealth on your own for the first time, whether after a loss or as part of planning ahead, we build an income and investment strategy around your situation today, with both spouses treated as equal clients at every stage.
Frequently asked questions
The things you’re probably wondering.
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?
We are a fee-only Registered Investment Advisor and a fiduciary, paid via a percentage of the assets we manage.
Do you invest in hedge funds or private equity?
Not as a default. We view speculative products as an expensive distraction for most clients, though alternatives can play a selective, minority role for the most complex, highest-net-worth situations.
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