Talk to us Deep thinking, distilled.
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Get a Fresh Start on Your Finances
Aspiriant wealth managers offer a dozen tips on budgeting, taxes, saving, spending, managing income, protecting your assets and more to help you start the new…More
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Highlights of the Latest COVID-19 Legislation
The latest economic stimulus legislation goes beyond extending some coronavirus-related financial relief measures. It adds other tax benefits for those impacted by natural disasters and…More
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Family Wealth Report Gives Aspiriant 3 Nods
Aspiriant is named a finalist by the highly regarded industry trade publication for its Exclusive Family Office service, blog and marketing efforts.More
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Market Perspective: Gold
In our latest Market Perspective, Managing Director Marc Castellani details the investment rationale for holding gold in these turbulent times. Learn how gold can make…More
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Aspiriant Names 4 Partners
Aspiriant’s newest partners bring a wide range of experience to serve our clients and lead the company into the future. Meet the Class of 2020.More
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The CARES Act and Small Businesses
In addition to helping individuals, the CARES Act aims to prop up the economy by sustaining small businesses through the coronavirus pandemic. Find out about…More
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Fourth Quarter 2019 Insight
Investing can sometimes feel like driving through winter road conditions. Markets can present dangers equivalent to black ice — slippery and hard to detect. Read…More
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Meet Mark Petrie
In leading Aspiriant’s San Diego office, Mark brings investment management expertise to our team approach to wealth planning.More
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Aspiriant Spreads Goodwill in Our Cities
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…More
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Aspiriant Recognized as a Leading RIA
Aspiriant continues to make its mark in the financial industry as one of the top firms ranked by Financial Advisor Magazine.More
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Mother’s Day Money Tips for Kids
Children learn best by witnessing people exemplify strong ethics and wise decision-making. That is especially true when it comes to financial management. This Mother’s Day,…More
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Aspiriant Named a Top 10 L.A. Advisor
An independent business research firm gave Aspiriant’s L.A. office high ranking for our Family Office and Investing & Wealth Planning services.More
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Meet the Authors
John Allen
Chief Investment Officer, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
Meet the Authors
Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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Teresa Greenip
Senior Manager in Wealth Management, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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Jan Vega
Director in Wealth Management, Partner
Meet the Authors
Jason Shemtob
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
