New Financial Planning Firm Focused on Engaging Women at the Financial Table
Cassandra Smalley Wealth Management celebrates its new financial planning and wealth management firm specializing in empowering women and their families to design their best life.
FOR IMMEDIATE RELEASE January 20, 2023
For more information, contact:
Cassandra Smalley, (727) 433-8320, cassandra@cassandrasmalley.com
ST. PETERSBURG, FL—Cassandra Smalley LLC, doing business as Cassandra Smalley Wealth Management, announces the launch of its independent, woman-led financial planning and wealth management practice based in St. Petersburg. The firm takes a modern relationship approach to the financial planning process, focused on inclusion and elevating women’s voices at the financial table.
The practice centers on the unique challenges that women face in the building wealth equation. With shifting demographics of who is controlling, managing, and making the majority of the purchasing decisions, along with the lack of diversity within the financial services industry, Cassandra Smalley Wealth Management was founded to address this need for personalized planning for and attention to every client.
As a fiduciary offering fee-only comprehensive financial planning and investment management, Cassandra Smalley Wealth Management offers a range of services including financial planning, small business retirement planning, investment management, tax strategies, insurance planning, estate planning, wealth transfer, charitable giving, and education planning. The company offers financial planning as a stand-alone service as well as in conjunction with investment management to meet clients’ financial needs where they are in their wealth journey.
Cassandra Smalley, a Certified Financial Planner™ and Chartered Financial Analyst professional, brings her 15 years of experience to the new venture. Prior to founding the firm, she served as Director of Financial Planning and Senior Wealth Manager at CI Doyle Private Wealth, leading a team who oversaw approximately $500 million in assets under management.
“Financial planning is not just about the investments and forecasting future retirement values—it’s about creating less stress and more joy so you can design your best life both now and in the future,” said Smalley. “Each client’s life goals and experiences with money matters are unique. These different perspectives require an individualized approach to understanding how their resources will enable them to design their most fulfilling life.”
Smalley is also a soon-to-be published author with her first non-fiction book The Why of Wealth: Mastering the Steps to a Wealthy Mindset to Live a Joyful Life to be released this spring. “This financial planning framework helps clients define what financial freedom means to them. Our goal is to collaborate with clients to take control of their future and pivot obstacles into action to turn their visions into reality,” said Smalley.
“We are honored to serve our community. Our clients are more than just their financial assets,” Smalley explained. “We are here to help others feel empowered to map their journey to an extraordinary life.”
About Cassandra Smalley LLC
Cassandra Smalley Wealth Management is an independent, woman-led financial planning and wealth management practice that takes a modern relationship approach to the financial planning process, focused on inclusion and elevating women’s voices at the financial table. The practice is located in St. Petersburg, FL and works with clients across the country as a fee-only fiduciary and registered investment adviser.
For more information, visit https://www.cassandrasmalley.com.
