Aspirational Wealth Management

About Us

At Aspirational Wealth Management, we consider it an honor to partner with you on the endeavor of wealth planning. We commit to earn your business relationship for long-term.

Client Centered
Community Driven

Wealth Management Solutions Built Around You and Your Family

Aspirational Wealth Management | LPL Financial offers solutions to assist you in reaching your goals. We “listen to hear” YOU – your financial goals/dreams/legacy, and implement a personalized approach to investing. This takes into consideration multiple facets of life – college planning, large purchases, travel, charitable giving, retirement, and estate transfer.

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OVER 125 M ASSETS UNDER MANAGEMENT

Serving families and trusts with investments in mutual funds, stocks, ETFs, 529 plans, annuities, and other investment products.

OVER 26 YEARS PROVIDING TRUSTED WEALTH MANAGEMENT

We are committed to continued delivery of personalized financial advice that helps you, our client, work toward your financial goals.

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Testimonials

Taunya and her team at Aspirational Wealth Management are amazing. As a business owner and working mom, I appreciate the education they provide and the personalized recommendations they make to help me meet my goals. They are incredibly responsive and client-focused. I highly recommend Aspirational Wealth Management!

Suzanne Olson Founder & Chief Experience Architect I Brilliant Workplaces

Choosing Taunya was the best decision I made for my financial future. Her tailored approach and genuine dedication have transformed my perspective on wealth management. She always takes the time to understand my goals, concerns, dreams and helps craft, review, and monitor a plan that aligns with my objectives. I'm grateful for her expertise, support, and friendship throughout this process. That's why I have been with her for 20+ years!

Erin Montgomery Retired Manager I Raytheon Missile Systems

Five Stars! We have been working with Taunya for years and have been so happy with her and her team. Not only has she provided great service she's always been willing to go at our speed so we can learn and ask questions along the way. We are so grateful for the care and attention we get.

Melissa Leon Co-Owner I Two Sense Consulting

From our very first meeting, Taunya put us at ease with her calm, knowledgeable demeanor. She took the time to truly understand our current financial situation, our goals for the future, and tolerance for risk. Taunya then developed a comprehensive financial plan tailored just for us.

Over the years, Taunya has provided my wife and I with invaluable guidance on managing our investments, minimizing taxes, planning for retirement, and protecting my assets. Her advice has helped me navigate volatile markets and major life changes with confidence.

What I appreciate most about working with Aspirational is the high level of personalized service and their unwavering commitment to my best interests. Taunya and her team are always available to answer my questions, explain complex financial concepts, and make adjustments as my needs evolve.

I have complete trust in the Aspirational team led by Taunya's expertise and integrity.

Michael Delgado Retired CFO I Universal Avionics Systems