Investment Solutions
We help you craft a personalized investment strategy that aligns with your financial goals. Even if you’re starting with a modest amount, thoughtful investment planning has the potential to yield rewarding outcomes.
About Aspasia Wealth Management
At Aspasia Wealth Management, we believe true financial wellness is rooted in two key priorities:
Building a solid financial plan to use as a foundation for recommendations that strive to increase the likelihood of achieving your goals.
Navigating important transitions in life and making informed decisions at pivotal moments.
Developing the Plan
Your financial plan serves as the foundation for us to provide recommendations that are in your best interest.
Strategic Solutions
Retirement Solutions
At Aspasia Wealth Management, we know retirement planning should begin long before retirement itself. Our approach strives to ensure that your post-work life is as fulfilling and stress-free as your working years.
Tax Planning Solutions
It’s said that only two things are certain in life: Death...and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to work towards minimizing the later.
Insurance Solutions
We understand that effective insurance planning is crucial to securing your financial future. Our approach strives to ensure that you and your loved ones are protected against life's uncertainties, providing peace of mind and stability throughout every stage of life.
Estate Solutions
We understand that estate planning is about more than just assets—it's about ensuring your legacy and providing peace of mind for your loved ones. Our comprehensive approach helps you navigate the complexities of estate planning, striving to ensure your wishes are honored and your family's future is secure.
Loss of a Loved One
The loss of a loved one is an emotional and challenging time. We understand that the financial complexities following a loss can add to your stress. We are here to provide compassionate and expert guidance as you navigate this difficult period.
Divorce
At Aspasia Wealth Management, we understand that navigating a divorce involves more than just dividing assets—it's about securing your financial future. Our approach strives to provide the clarity and support you need to rebuild and thrive in your next chapter.
College Savings Solutions
At Aspasia Wealth Management, we believe that planning for your child’s future should start long before they step onto a college campus. Our tailored college savings solutions strive to ensure that their educational journey is as rewarding and stress-free as possible, setting them up for success from day one.
Loss of a Loved One
Our Team
Founder, CEO, Wealth Advisor
Director of Operations
Director of Portfolio Operations
Client Care Specialist
Our Community
Our commitment to equity and inclusion extends beyond financial planning. By actively participating in and supporting nonprofit and community organizations, we dedicate our time and resources to foster positive change and promote inclusive growth.
Wonderfolk aims to bridge the opportunity gap for BIPOC teenagers through civic engagement, art, and environmental stewardship by providing accelerated leadership development, international service-learning trips, and comprehensive mentorship programs.
The Rotary Club of Portland is part of an international service organization dedicated to making a difference. Through various committees, the club supports local community service initiatives and youth programs, creating a positive impact in the Portland area.
All Hands Raised is a nonprofit organization committed to advancing racial equity. By adopting innovative approaches, they strive to enhance the success of children across our community. They bring together teachers, administrators, nonprofits, local government—dedicated to inclusivity and connection, working collaboratively to expand educational frontiers.
The Junior League of Portland is an organization of women dedicated to advancing women’s leadership and creating meaningful community impact through volunteer action, collaboration, and training. They empower women to become community leaders, driving positive change through our initiatives in education, health, and social services.
Enterprise Academy, organized by the Rotary Club of Portland, equips local high school students with essential business knowledge and values of diversity, equity, and inclusion. This transformative retreat nurtures resilience and empowers young people to envision new possibilities, and encourages them to chase their dreams.
the YMCA of Columbia-Willamette has been dedicated to empowering individual growth and fostering community through family, fitness, and fun.