We specialize in financial planning and tailored investment solutions within a personalized, concierge experience: our experienced advisors and CERTIFIED FINANCIAL PLANNERS™ (CFP®) offer guidance for your investment portfolio and your unique estate, tax, and family needs. For more than 40 years, we’ve partnered with high-net-worth individuals and families across the U.S.—providing independent and trustworthy recommendations aligned with our clients’ personal and financial life goals. Learn more at FASWealthPartners.com.

At Aspyre Wealth Partners, I find it extremely rewarding to help client’s maneuver through life’s transitions. Life is rarely a straight path, and I enjoy helping people clarify what is truly important , building a plan and walking beside them as they take action. Plus, I get to work with a great team.Are you an emerging leader asking:• What do I need to do to position myself for career advancement?• Should we be saving for our kid’s college or our retirement?• Am I/we doing the right things financially?• How do I manage lumpy income?OR are you a mid-career leader pondering:• What should I be doing when facing a major life transition?• Am I on track to retire and reach my other goals?• Am I making the best decisions with my compensation and benefits packages?• How do I optimize my career potential in these critical years?Or are you a successful executive without the time to handle your affairs and are wondering:• Am I on track to retire and reach my other goals?• Am I making the best decisions with my compensation and benefits packages?• What do I/we need to be doing to prepare for life after retiring from primary career?• What do I want my legacy to be?We can help. It all starts with defining what success means for you. Whether you need help refining one aspect of your financial life, or a fully aligned, comprehensive strategy, we can help you…master what’s next.SpecialtiesFee-Only Financial PlanningIntegrated Wealth ManagementExecutive and Career CoachingInvestment Management ServicesRetirement and Financial Independence PlanningCollege Education Planning