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Inside Aspiriant
Forbes Names 10 Aspiriant Advisors Best-in-State
This year, Forbes recognized a record number of 10 Aspiriant partners for the exceptional financial guidance we provide clients around the country. See who made…More
Investment Management
First Quarter 2021 Insight – Part 2
In Part 1 of our First Quarter 2021 Insight, we touched on the challenging outlook for global growth stocks. In Part 2, we discuss some…More
Uncategorized
Working in a Different State? Know Your Tax Liability
Have you been working in a state other than where you live during the pandemic? Then you may have to file income taxes in multiple…More
Lifestyle
A Guide to Making a Brilliant Jewelry Purchase
Jewelry is often given for special occasions and holidays, like Valentine’s Day. How do you make sure your money is well spent when buying luxury…More
Uncategorized
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
Uncategorized
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
Uncategorized
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
Wealth Planning
Choosing the Best Way to Give
When you’re ready to start a long-term giving program, choosing the right philanthropic vehicle can feel challenging. Here’s how a family office team can walk…More
Inside Aspiriant
Aspiriant Connects With Our Communities
The coronavirus dramatically increased hardships that many people face throughout our communities. Aspiriant employees were glad to pitch in and help their neighbors for our…More
Wealth Planning
How to Know When You’ve Outgrown Your Financial Advisor
If you’ve been working with a financial plan and building your wealth over the years, there may come a time when you’ll need a higher…More
Inside Aspiriant
Aspiriant Among Barron’s Best RIAs in 2020
Aspiriant makes Barron’s top financial advisors list, which now measures firms for their diversity, succession planning and technological advances.More
Wealth Planning
What to Do About Potential California Property Tax Changes
Two ballot measures would make some of the most sweeping changes to California property tax law in 42 years, if passed. Find out how they…More
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Meet the Authors
Jan Vega
Director in Wealth Management, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, 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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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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John Allen
Chief Investment Officer, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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Jason Shemtob
Director in Wealth Management, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
