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Inside Aspiriant
12 Aspiriant Partners: Best Wealth Advisors on Forbes’ 2024 List
Discover why our 12 Aspiriant partners located across the U.S. stand out as Forbes’ Best Wealth Advisors of 2024. More
Wealth Planning
3 Tax Considerations if Leaving California
Discover why leaving California isn't just about changing your address. Explore these three tax insights from Aspiriant's Tax Services team.More
Inside Aspiriant
Meet Our 5 Forbes Top Women Wealth Advisors for 2024
Today, we proudly celebrate five exceptional women acknowledged on Forbes' 2024 Top Women Wealth Advisors Best-In-State list.More
Wealth Planning
3 Strategies to Master Love and Money Together
Try these three strategies for navigating money conversations with your spouse and build a strong financial foundation as a couple.More
Investment Management
First Quarter 2024 Insight
Aspiriant’s IS&R team dives into 2024 by highlighting the evolving dynamics of financial markets for investors. More
Wealth Planning
Make a Cohabitation Agreement, Prenup or Postnup Work for You
Discover how cohabitation agreements, prenups and postnups can protect your financial future in relationships, whether unmarried or married.More
Inside Aspiriant
2023 Recap: Notable Aspiriant TV Appearances and Interviews
Dive into Aspiriant’s standout media moments from 2023. Anticipate more insightful updates and news in the coming year.More
Inside Aspiriant
2023 Recap: Honored to be a Top Rated Independent Wealth Management Firm
Join us in celebrating our 2023 achievements as a top-rated independent wealth management firm. Proud to be Best Private Wealth Manager!More
Wealth Planning
4 Financial Tips for Young Adults
Make the transition into young adulthood more manageable with four helpful financial tips.More
Wealth Planning
How to Choose a Trustee for a Living Trust
Your living trust is the centerpiece of an estate plan, so understanding its role and choosing a trustee to manage it is incredibly important.More
Investment Management
Fourth Quarter 2023 Insight
In the Fourth Quarter 2023 Insight, the investment team discusses the economy and markets.More
Investment Management
Market Perspective: Conflict in the Gaza Strip
We focus on the geopolitical risks stemming from the conflict in Gaza and the impacts on the global economy and financial markets. More
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Meet the Authors
John Allen
Chief Investment Officer, 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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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Stephen Kawasaki
Senior Manager 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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Nayan Lapsiwala
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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Jan Vega
Director in Wealth Management, Partner
Meet the Authors
David Grecsek
Managing Director in Investment Strategy & Research, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
