Aspire Wealth Management’s wide selection of investment products provides you with the
right choices to build a diversified portfolio and reach your goals.


Financial Planning

Aspire Wealth Management helps clients look to the future with highly personalized long-term planning in the areas of college funding, retirement, tax planning, insurance and wealth transfer.


Saving for Education

Aspire Wealth Management will help you define your education needs and preferences. Common college savings plan options include custodial accounts (UGMA/UTMA), 529 college savings plans and Coverdell Education Savings Accounts (ESA). Aspire will help you determine which programs best meet your education savings needs.

Products:  529 plans, UTMA Custodial Accounts, Coverdell Education Savings Accounts


Investment Planning

Part of the investment process is selecting investments that fit within your asset allocation strategy and work together to help you accomplish your investment goals. Aspire Wealth Management provides highly personalized, comprehensive investment and portfolio management. Aspire will help you understand investment options, diversify in a variety of assets, allocate among different asset categories and consider tax implications.

Products: CDs and Money Market Funds, Mutual Funds, Exchange-Traded Funds (ETFs), Stocks, Bonds and Fixed Income Products
Managed Accounts, Real Estate and Alternative Investments, Structured Products, Options, Margin Loans


Retirement Planning

Retirement is a lifetime process. Aspire Wealth Management will help you plan and prepare for – or continue to maintain – a comfortable lifestyle in retirement. Aspire will consult you on traditional, Roth and Inherited IRAs, SEP and SIMPLE IRAs, 401(k), Individual (k) and 403(b) plans, rollovers and consolidation, Roth conversions and recharacterizations, plan selection and retirement distributions (SEPPs and RMDs).

Products:  Traditional, Roth and Inherited IRAs, SEP and SIMPLE IRAs, 401(k), Individual (k) and 403(b) plans, Rollovers and Consolidation, Roth Conversions and Recharacterizations, Distributions (SEPP and RMDs), Retirement Income Strategies



Reaching your financial goals involves protecting your assets. Aspire Wealth Management recommends a balanced and customized approach to asset and risk management. Aspire offers a full range of high quality insurance products.

Products:  Life Insurance, Long-Term Care Insurance, Disability Income Insurance  — Annuities: Variable Annuities, Fixed Annuities, Income Annuities, Indexed Annuities


Estate Planning

Everyone has a unique goal for their estate – from planning for their children and grandchildren to leaving a legacy in their community. Aspire Wealth Management will help you consider the elements of an estate plan – wills, durable power of attorney, health care proxy, trusts, gifts and tax exclusions.

Products:  Homestead Exemption, Probate Avoidance, Wills, Durable Power of Attorney, Health Care Proxy, Credit Shelter Trusts, Revocable and Irrevocable Trusts, Rules Relating to MassHealth


Business Planning

Your business has unique and complex needs. Aspire Wealth Management will work with you to customize business solutions. Aspire will help you and your business with tax strategies, retirement plans and employee benefits, business valuation, business succession planning and business insurance.

Products:  Tax Strategies, Retirement Plans and Employee Benefits, Business Continuity (Buy/Sell and Key Person), Business Insurance