Marin County, CA
Wealth management services in Marin County, CA
Aspirean Wealth provides wealth management for high net-worth individuals and families across Marin County and the San Francisco Bay Area, from our office in Mill Valley. We coordinate investment management, tax strategy, and your estate plan under one team, alongside your CPA and attorney, using an evidence-based approach built on peer-reviewed research rather than speculation or market timing.
For business owners
If your net worth is concentrated in a business you plan to sell, 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.
Planning tool
Tax-loss harvesting calculator
Estimate what systematic loss harvesting could offset over the ten years around a sale, long-only or long/short, at your federal and state rates.
Open the calculatorHow we invest
Our investment approach
Peer-reviewed research
We build portfolios using decades of peer-reviewed academic research.
Partnership and custody
Portfolios are supported by our partnership with Focus Financial Partners and custodied at Charles Schwab and Fidelity.
Sustainable & ESG strategies
Sustainable and ESG-aligned strategies are available for clients who want their portfolio to reflect their values.
Skeptical by default
We are generally skeptical of speculative products such as hedge funds and private equity as a default recommendation, though alternatives can play a selective, minority role for the most complex, highest-net-worth clients.
Why Aspirean
Why Marin County residents choose Aspirean for wealth management
Fee-only fiduciary
Aspirean is a fee-only, fiduciary Registered Investment Advisor, paid only by the clients we serve.
Limited client intake
We limit the number of clients we take on each year.
Based in Mill Valley
We are based in Mill Valley and serve clients throughout Marin County, San Rafael, and the greater Bay Area, as well as nationally.
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 in Mill Valley.
If you’d like to talk about wealth management for your situation, we’d like to hear from you.
Meet with usOur office in Mill Valley, CA
6 Knoll Lane, Suite BMill Valley, CA 94941
(415) 383-8404 · Directions & contact
Serving Marin County, CA · Mill Valley, CA · San Francisco Bay Area, CA