Here’s to Living Your Best Life
About Cassandra Smalley Wealth Management
Life presents a diverse range of challenges, all of which are unique and special. Whether you’re focused on scaling your business, saving for your retirement, receiving an inheritance, or navigating a divorce, we can help you take the stress out of money talks and optimize your resources so you can achieve your goals.
You want simplicity.
You also want to make smart financial decisions.
We are your collaborative partner providing financial guidance that sets your mind at ease.
Core Values
Empower Others
We work with you to take control and feel confident about your future financial success that enables you to do your best work at home, in the office, and in life.
Educate and Grow
We want you to have the knowledge and resources with solutions that not only improve your financial life, but they also make a difference in the legacy you wish to leave behind.
Collaborate Together
We establish partnerships built on honesty, integrity and transparency with our clients to implement solutions that achieve success.
Lead with Passion and Purpose
We care deeply about the people, missions and values that are important to you to help you map your journey to an extraordinary life.
"Design your best life"
Meet Cassandra
Cassandra Smalley is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Analyst designation, the gold standard in the financial professional and a combination earned by fewer than 1% of advisors. She is on a mission to close the gender wealth gap and empower others to design their best life.
Cassandra has been in the financial services industry for 20 years, managed $500 million in assets, and oversaw a team of CERTIFIED FINANCIAL PLANNERS™ and CPA professionals as the Director of Financial Planning before launching her practice. Cassandra has helped thousands confidently take the leap from career life to retirement dream. Her transformative approach to wealth management focuses on multi-generational planning for women business owners, and conversations that lead with purpose.
After seeing first-hand how critical it is for women to be engaged in financial planning conversations, and the financial services industry’s lack of understanding of women’s wealth, Cassandra felt called to publish a book based on her experiences.
Through stories in "The Why of Wealth," finances become more approachable and relatable to the unique challenges women face. Topics range from career, motherhood, relationships, elder care, gender wealth gaps, life transitions, retirement needs, setting our kids up for success, creating a lasting legacy, and most importantly, building the joyful life you deserve. It’s a heartfelt message of the importance of communication, vulnerability, honesty, inclusion, and ensuring that women take a front-row seat at the financial table.
Cassandra has been recognized by Forbes and SHOOK Research as America’s Top Women Wealth Advisors 2020-2021, Top Next-Gen Wealth Advisor 2017-2020, Working Mother Magazine, and Top Wealth Advisor Moms 2017-2020, among others.
Cassandra provides financial education and empowerment in her book, “The Why of Wealth,” through a proven system by reinforcing positive financial habits and aligning one’s values with their best life.