Wealth building solutions for business owners and their families.
This is your year to take action, build wealth, and gain confidence in your finances. As a fee-only fiduciary, we provide investment management and financial planning strategies to take your wealth to the next level.
“It’s time to feel great about your money.”
Discover Your Financial Freedom
We serve as your dedicated and experienced all-in-one partner that specializes across investment management, tax planning, and multi-generational legacy planning.
AS FEATURED IN
“Navigating the Emotional and Practical Challenges of Exit Planning for Retirement”
“Women are still falling behind in retirement savings; how to catch up, especially if you're over 50”
“8 Benefits of Unretiring”
“529 Plans Just Became More Flexible: Here's Everything You Need To Know”
“4 Things You Must Do When Your Savings Reaches $1M”
“4 Women Empowering Women in Financial Planning”
Wealth management is critical for business owners because your time and energy are valuable.
How Cassandra Smalley Wealth Management Helps Business Owners
We serve business owners by giving you back your time to allow you to focus on what is most important – growing your successful business, building a thriving culture for your employees, and dedicating time to your loving family.
With all these responsibilities, it’s easy to shift your personal financial well-being aside.
As a business owner, you have obligations and assets that need to be managed carefully and strategically to ensure your business wealth can turn into personal wealth and taxes are managed accordingly.
Whether you’re planning on exiting the business soon or are in the wealth-building stage, we help you pursue your financial goals and prepare for the future.
Creating and protecting generational wealth is critical and the result of careful planning and wealth management.
If taking care of your financial future is a priority, let’s see how we can help.
When it comes to your wealth management and financial planning for business owners, you deserve the best advice and guidance.
Proudly Associated With:
Fewer than 1% of Financial Advisors have both the CFA and CFP® designations.
The Gold Standard of the Financial Profession
Only 1.7%
of financial advisors are CFA Charterholders.
The CFA designation is the professional standard for 31,000 investment firms globally.
Fewer than one in five candidates become a CFA charterholder.
Earning the CFA takes an average of 1,000+ hours of rigorous study, three levels of examinations, and four years of professional experience.
Only 27%
of financial advisors are CFP® Professionals.
The CERTIFIED FINANCIAL PLANNER™ is the professional standard of excellence in financial planning.
CFP® professionals take a holistic, personalized approach to all the facets of your financial life and commit to a fiduciary standard to put the client’s best interest first.
CFP® professionals are trained in 72 areas of financial expertise, accrue thousands of hours of experience to become certified, and maintain annual continuing education requirements.