Aspire Wealth Advisors, LLC

Aspire Wealth Advisors, LLC provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and small business owners, managing approximately $74.7 million across about 91 client relationships. Services include portfolio construction using individual stocks and bonds, ETFs and mutual funds, along with planning in areas such as retirement, tax strategies, estate tax reduction, college funding and insurance evaluation.

The firm customizes portfolios around each client’s goals and risk tolerance, conducts periodic reviews and rebalances, and draws on a range of research sources including third‑party research, corporate filings and rating services. All assets are managed on a discretionary basis and the adviser generally directs custody and trade execution through Charles Schwab’s institutional program, aggregating trades across client accounts.

Compared with many peers, the firm explicitly offers several specialized planning services—family wealth mentoring, liability planning (including debt review and cash‑flow and tax optimization) and divorce planning that produces comprehensive financial snapshots and implementation assistance—and may provide planning at reduced or no charge for clients who maintain investment relationships. As a single‑advisor practice, the firm discloses key‑man risk, does not maintain key‑man insurance, and relies on internal records and oversight rather than a separate supervisory organization.