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Wealth Planning
Qualified Small Business Stock (QSBS): Tax Benefits, Rules & Planning Strategies
We’re Aspiriant, a leading independent wealth management firm for forward-thinking families. As a 100% employee-owned firm, we’re built for long-term alignment, continuity and care, helping clients to live their dreams and create their legacy.
Watch: Meet Aspiriant
We're building Aspiriant methodically, in pursuit of a special vision: a firm where the people serving our clients are invested in the long-term sustainability of the business. Our 100% employee-owned model helps keep decision making aligned with clients' interests, supports continuity across generations and reinforces a culture where every detail matters.
The Client Experience
Loved.
You’re surrounded by talented, loyal, passionate team members. That includes the owners of the firm.
Richer.
It’s nice to have a wealth management firm with accounting roots. A tax-conscious strategy is a beautiful thing.
Far-sighted.
Your wealth may span generations. Our 100% employee-owned structure is designed to do the same.
Brainy.
Our investment acumen becomes your investment acumen. Our experienced and credentialed brains craft your investment strategy.
Powerful.
Your financial plan is meticulous and thoughtful. Every decision moves you closer to realizing your grand vision.
Financial Planning
We engage you in what we hope is a thought-provoking process to help discover your financial goals and dreams, and create a financial plan to bring them to life with clarity and peace of mind.
Investment Management
We work to create an investment strategy that aligns tightly with the goals defined in your financial plan. We hope our globally diversified, value-oriented investment approach results in a feeling of calm and steadiness and helps meet your long-term financial goals.
Ongoing Execution
Day to day, we immerse ourselves in the nitty-gritty execution required to keep your goals and financial plan in tandem with your continuously evolving life. This can include ongoing counsel, discipline, accountability and communication through all of life’s transitions.
Our Exceptional People
Our people love what they do in our friendly yet intellectually charged environment. As if they needed more incentive, approximately 1/3 of our team members have an ownership stake in the business.
