Welcome Letter

Hello Friends!

I am excited to announce that Cassandra Smalley Wealth Management is officially open for business!

Cassandra Smalley Wealth Management began with a belief that wealth management and financial planning was more than just striving to reach for some magic retirement number and that clients deserved more attention to uncovering their unique needs and goals that allows them to live out their best life both now and in the future. 

At Cassandra Smalley Wealth Management, we focus on elevating financial success through a modern relationship approach to the financial planning process. We emphasize inclusion and elevating women's voices at the financial table. 

Financial planning and investment management are more than just the money. We focus on your "why" story - to help you first define what financial freedom means to you. Only then do we build an effective financial plan that is uniquely yours to help you design your best life. 

Whether you are a small business owner who needs the professional guidance to organize and simplify the complexities of your financial life, a retiree who wants to ensure wealth can be optimized and enjoyed during your lifetime and legacy for future generations, or a working mama who is trying to balance the need of saving for college and retirement, we are here to help take the stress out of money matters so you can replace it with the joys of life. 

Our mission is to encourage you to share your voice on how wealth can provide you with freedom and with power to design your life. It’s time your values and vision are aligned. Let’s map your journey to an extraordinary life. 

I welcome you to schedule a complimentary meeting and discuss how we may partner alongside you and your family.

CASSANDRA M. SMALLEY, CFA, CFP®
Founder & CEO  |  Author, The Why of Wealth

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Cassandra Smalley, CFA, CFP® is a fee-only financial advisor for women located in St. Petersburg, FL, and works virtually with small business owners, moms, and families across the country.