A complete list of active advisors currently associated with Cassandra Smalley Wealth Management
Warmer can help you find a great advisor at Cassandra Smalley Wealth Management or one who fits your needs even better.
The firm is a fee-only, registered investment adviser founded in 2022 and operated by a solo adviser. It provides discretionary portfolio management and comprehensive financial planning to individuals and also accepts corporate and institutional clients, charitable organizations, and business owners, with referrals to third‑party professionals as needed. Investment advice is delivered through individualized investment policies and asset‑allocation targets, using a mix of passive and active strategies informed by fundamental and technical analysis and modern portfolio theory. The firm manages accounts on a discretionary basis, offers both ongoing and project‑based financial planning, and incorporates client-specific factors such as risk tolerance, tax considerations, and family circumstances into portfolio construction. Notably, the firm offers retirement plan consulting for employer plan sponsors, employer‑sponsored financial coaching for employees, and educational seminars and speaking engagements — services that are less common among solo independent advisers. The advisory practice also emphasizes financial education through published materials and online courses, reflecting a broader focus on both institutional plan support and investor education in addition to individual wealth management.
To learn more about the advisors currently working at Cassandra Smalley Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Seminole, FL
| 13
|
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