Cassandra Smalley Wealth Management
Cassandra Smalley Wealth Management is an independent, woman-led financial planning and wealth management practice that takes a modern relationship approach to the financial planning process, focused on inclusion and elevating women’s voices at the financial table.
The practice is located in St. Petersburg, FL and works virtually with clients across the country as a fee-only fiduciary and registered investment adviser. The practice centers on the unique challenges that women face in the building wealth equation.
With shifting demographics of who is controlling, managing, and making the majority of the purchasing decisions, along with the lack of diversity within the financial services industry, Cassandra Smalley Wealth Management was founded to address this need for personalized planning and attention to every client.
As a fiduciary offering fee-only comprehensive financial planning and investment management, Cassandra Smalley Wealth Management offers a range of services including financial planning, small business retirement planning, investment management, tax strategies, insurance planning, estate planning, wealth transfer, charitable giving, and education planning.
The company offers financial planning as a stand-alone service as well as in conjunction with investment management to meet clients’ financial needs where they are in their wealth journey.