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

At Aspirational Wealth Management, we offer strategies to assist you in reaching your goals through a personalized approach. This takes into consideration multiple facets of life – college planning, large purchases, travel, charitable giving, retirement, legacy planning, income planning, endowments, and so much more. We go beyond our fiduciary responsibility. We have a moral obligation to work in your best interest.

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OVER 180 M ASSETS UNDER MANAGEMENT

It is our responsibly to teach, walk with, and guide you. Personal finance is more personal than it is finance. Money is emotional, and it is not always a math problem. We are committed to hearing your concerns and fears, so we can come together with a personalized plan that brings you confidence.

OVER 30 YEARS PROVIDING PROFESSIONAL WEALTH MANAGEMENT

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

A message from Taunya

Our mission statement

Welcome to Aspirational Wealth Management! I’m Taunya Villicana, and I’m thrilled to continue my journey in wealth management with a client-focused approach that reflects the values and aspirations of the community I’m proud to serve.

After almost three decades in wealth management, I founded Aspirational Wealth Management to provide personalized, high-impact financial planning and investment strategies tailored to the unique needs of individuals, families, and businesses. My goal is simple: to help you turn your financial aspirations into reality.

Our mission is to empower you to take control of your financial future with confidence, clarity, and a sense of purpose. We understand that each client’s journey is unique, and we’re committed to walking that journey with you, every step of the way.

Thank you for entrusting us with your financial well-being. I’m excited about the future we can build together.

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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 O., Business Owner

This statement is a testimonial by a client of the financial professional as of 04/12/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

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 M., Retired

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 L., Consultant

This statement is a testimonial by a client of the financial professional as of 04/05/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

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 D., Retired

This statement is a testimonial by a client of the financial professional as of 05/17/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

I just want to say how impressed I am with your service. My experience thus far has well exceeded my expectations - you've already made me feel like a valued partner on this journey, one in which I feel seen, heard, and respected. Shannon even made a house call so I could sign some documents, and gave me an impromptu website tutorial. How many other firms would do that? (Very few, I'm guessing) I'm looking forward to working and learning more with you, confident I'm in good hands.

Cheryl G., Writer

This statement is a testimonial by a client of the financial professional as of 05/15/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

What We Do

Comprehensive Wealth Management

Businesses & Endowments

Customized strategies to meet the needs of your growing business or non-profit.

Legacy Planning & Philanthropy

Create a lasting impact on family, loved ones, and charitable causes.

High Tech – High Touch

Personalized Attention | Advanced Technology | Tailored Client Experience

Who We Serve

Individuals, Families, & Estates

Breadwinners & Executives

Non-Profits & Endowments

Business Owners

Meet Our Team

Our dedicated team is here for you. We work together to ensure you always feel taken care of and heard. You will never reach a receptionist here. We answer your calls and work quickly and efficiently to get you the help you need.