Fathom Archive - Aspiriant The Leading Independent Wealth Management Firm

Wealth PlanningJanuary 21, 2020

Relationships When Women Inherit Wealth

When a woman receives a large inheritance, it can have a big impact on her marriage. A doctoral candidate in clinical psychology who studied these relationship dynamics shares her findings and how couples with wealth can navigate challenges. more >

Wealth PlanningJanuary 8, 2020

15 Money-Smart Things to Do
for the New Year

By Aspiriant News
Leading Independent Wealth Management Firm

Our experts offer a range of financial tips to help you save money, minimize taxes and be more organized in 2020. more >

Inside AspiriantDecember 16, 2019

Meet Mark Petrie

By Aspiriant News
Leading Independent Wealth Management Firm

In leading Aspiriant’s San Diego office, Mark brings investment management expertise to our team approach to wealth planning. more >

Inside AspiriantDecember 6, 2019

Linda Kitchens Is Breaking Barriers

By Aspiriant News
Leading Independent Wealth Management Firm

Aspiriant’s Linda Kitchens has been recognized by a couple of business organizations this year for her ground-breaking leadership for women in wealth management. more >

Inside AspiriantDecember 4, 2019

Aspiriant Women Advisors Earn Recognition

By Aspiriant News
Leading Independent Wealth Management Firm

For the second year in a row, Aspiriant has made the shortlist for the Family Wealth Report Awards’ category of Women in Wealth Management. more >

Wealth PlanningNovember 22, 2019

Wealth Transfer and the Gift Tax Exclusion

By Rachel Lee
Associate in Strategic Planning

The gift tax exclusion can help you pass along your wealth to loved ones tax-free and reduce estate taxes. Learn about the different strategies you can use. more >

Fun MoneyNovember 13, 2019

Bright Idea: Your Guide to Going Solar

By Greg Schick
Director in Wealth Management, Partner

From reducing your carbon footprint to saving money in the long run, converting to solar electricity has many benefits. Find out what you need to know when researching a solar power system that’s right for you. more >

Inside AspiriantOctober 31, 2019

Meet Rob Francais

By Aspiriant News
Leading Independent Wealth Management Firm

Barron’s has recognized Aspiriant’s chief executive officer in its Advisor Hall of Fame. The honor reflects Rob’s leadership in creating one of the top, independent wealth management firms for affluent people in the country. more >

Wealth PlanningOctober 18, 2019

Wealth Planning Your Employee Benefits

By Jordan Overby
Manager in Wealth Management

It’s open enrollment season. Understand the basics of employer-provided health care insurance and retirement savings plans so you can craft a benefit plan that aligns with your personal and financial needs. more >

Wealth PlanningOctober 2, 2019

Take Charge of Your Financial Journey

By Sandi Bragar
Managing Director in Planning Strategy & Research, Partner

When it comes to building and preserving wealth, women have unique strengths and challenges. Play up your strengths and overcome challenges by following these steps on your financial journey. more >

Inside AspiriantSeptember 18, 2019

Aspiriant Spreads Goodwill in Our Cities

By Aspiriant News
Leading Independent Wealth Management Firm

Every year, Aspiriant employees spend a summer work day trying to make a positive impact in our communities. Find out how each of our 11 offices spent their Day of Giving. more >

Wealth PlanningAugust 30, 2019

Family Business Succession Considerations

By Nathan S. Kublank
Director in Wealth Management, Partner

Often family business owners believe the company is their best long-term investment. But other factors need to be considered before transferring the company to the next generation. Learn how to evaluate the risks and rewards. more >