Aspire Wealth Architects
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About
Aspire Wealth Architects is a registered investment adviser that provides comprehensive financial planning and portfolio management to individuals (including high‑net‑worth clients), trusts, estates, and select institutional or endowment clients. The firm manages roughly $290 million across about 137 client relationships with a small advisory team and does not require a formal account minimum to engage its services.
The firm follows an evidence‑based, passive investment approach that emphasizes broadly diversified, low‑cost ETFs and indexed strategies, with attention to reducing fees, taxes, and unnecessary risk rather than pursuing security or sector selection. Aspire uses Monte Carlo analysis to simulate outcomes and reports a statistical "Confidence" measure (targeted between the 75th and 90th percentiles) to inform rebalancing, allocation adjustments, and tax‑loss harvesting, and it will employ direct indexing in qualifying cases to enhance tax efficiency or manage concentrated positions.
Noteworthy elements include the explicit use of a numeric "Confidence Zone" to drive planning decisions, the ability to advise on held‑away assets with the option for limited trading authority, and the provision of direct indexing for eligible clients—features that are less common among similarly sized advisor teams. The firm operates as an independent, fee‑only adviser, does not charge performance‑based fees, and generally discourages active market timing or proprietary product recommendations.
Client services
Expertise
Fee options
$0+: Negotiable up to 1.25% per annum +: Negotiable up to 1.25% per annum
Fee-only: Fee-only investment management services; no commissions received.
Main office
150 N Meadows Drive, Suite 220
Wexford PA 15090
Advisors at this office
4
Most active in
Colorado · Florida · Maryland · Nebraska · Ohio · Pennsylvania · West Virginia
Also doing business as
Aspire Wealth Architects · Avalon Advisory Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Caitlin C
Series 66
Wexford, PA
Aspire Wealth Architects
Caitlin Cully is a financial advisor at Aspire Wealth Architects with 18 years of industry experience. She holds a Series 66 designation and has worked at Aspire since 2018, following eight years at Wealthcare Capital Management LLC. Aspire Wealth Architects provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a goals-based investment process using Monte Carlo simulation to guide portfolio equity exposure, emphasizing broadly diversified, low-cost, tax-efficient indexed ETFs and offering services such as direct indexing and management of held-away assets.
John C
Series 63, Series 65
Wexford, PA
Aspire Wealth Architects
John Cully is a financial advisor at Aspire Wealth Architects in Wexford, PA, holding Series 63 and Series 65 designations with 47 years of industry experience. He worked at Wealthcare Capital Management LLC for ten years before joining Aspire Wealth Architects in 2018. Aspire Wealth Architects provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses a goals-based investment process with Monte Carlo simulation to guide portfolio management, emphasizing diversified, low-cost, tax-efficient indexed ETFs and offering specialized options such as direct indexing for qualifying clients.
Christopher C
CFP®
Wexford, PA
Aspire Wealth Architects
Christopher Conti is a CFP® professional with experience at Aspire Wealth Architects, MAI Capital Management LLC, Deloitte Tax LLP, and PricewaterhouseCoopers. He has been in the financial industry since 2022 and currently serves as an advisor at Aspire Wealth Architects. Aspire Wealth Architects provides comprehensive financial planning and portfolio management for individuals, trusts, estates, and select institutional clients. The firm follows an evidence-based, passive investment approach focused on broadly diversified, low-cost ETFs and indexed strategies, emphasizing fee, tax, and risk reduction.
Walter L
CFP®, CFA®, Series 65
Wexford, PA
Aspire Wealth Architects
Walter Laub is a CFP®, CFA®, and Series 65 professional with 16 years of experience in financial advising. He has been with Aspire Wealth Architects since 2018 and previously worked at Wealthcare Capital Management LLC. Aspire Wealth Architects provides comprehensive financial planning and portfolio management to individuals, trusts, estates, and select institutional clients. The firm follows an evidence-based, passive investment approach focused on broadly diversified, low-cost ETFs and indexed strategies, utilizing tools like Monte Carlo analysis and direct indexing to manage risk and tax efficiency.
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