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Aspire Wealth Advisors

Aspire Wealth Advisors


Aspire Wealth Advisors' financial review

Employees

6


Aspire Wealth Advisors information

We believe that all people have their own, unique aspirations. We seek first to know who you love, how you want to care for them, and the life you aspire to live. From there, we create and implement a financial plan centered around who and what are most important to you. When a client chooses to work with us, they know that they're not alone. Our goal is to cultivate meaningful relationships and s...
We believe that all people have their own, unique aspirations. We seek first to know who you love, how you want to care for them, and the life you aspire to live. From there, we create and implement a financial plan centered around who and what are most important to you. When a client chooses to work with us, they know that they're not alone. Our goal is to cultivate meaningful relationships and serve our client's families across multiple generations. We are all invested in your success, and we look forward to partnering with you.Jimmy Siegel and David Higgins, founding partners of Aspire Wealth Advisors, have been with Northwestern Mutual since 2007 & 2010. Jimmy & David formed Aspire Wealth Advisors in 2019 with the purpose of building a firm that delivers a "boutique" financial planning experience alongside the financial strength of a Fortune 100 financial institution. Aspire Wealth Advisors provides all financial planning and asset management services turn-key and in-house, because we know that our clients value simplicity in their lives without sacrificing results.Aspire Wealth Advisors Team: Jimmy Siegel – Partner, Wealth Management AdvisorDavid Higgins – Partner, Wealth Management Advisor Allison Smith - Director of OperationsZach Alaoui – Director of Financial Planning Trent Boyance – Associate Wealth Management Advisor Monica Lopez – Client Service AdministratorBrooke Gibson – Director of Client Relations and MarketingDanna Ghannam - Associate Financial Representative

Aspire Wealth Advisors industries

Financial services

Aspire Wealth Advisors' financial review

Employees

6

Employees

Investment Operations Coordinator
Director of Client Relations and Marketing
Principal Wealth Advisor
Director of Financial Planning

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