Aspire Wealth Management is a leading professional advisory firm committed to providing industry-best service, a superior portfolio of products and unmatched expertise. Aspire provides comprehensive financial planning and investment portfolio management for high net worth clients. With more than 70 years of collective experience, excellent educations and appropriate certifications, Aspire provides a solid foundation from which to guide our clients. The professionals and the firm have clean compliance records. Aspire is committed to giving back to our community with board appointments and by supporting a diverse group of nonprofit organizations and volunteer driven causes.
About Aspire Wealth Management
Aspire Wealth Management believes that financial planning is based on a long-term, personal relationship with an advisor and involves a comprehensive and ongoing approach to managing all areas of a client’s financial life. Aspire 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. With a genuine interest in our client’s financial success Aspire reviews client’s plans regularly, tracks their progress and applies new solutions as their needs change.
Aspire Wealth Management feels strongly that clients should understand exactly what they are paying for. Aspire charges a percentage of the assets they manage for clients. This compensation method rewards Aspire for growing client’s portfolios. Aspire Wealth Management provides investment and portfolio management for high net worth clients.
Aspire Wealth Management knows how important it is to provide excellent service and attention to our clients. Aspire listens to our clients, identifies and anticipates their needs and looks for unexpected ways to help them. Aspire sincerely appreciates their clients.
Mark Khozozian, CFP®
Chief Executive Officer
Mark Khozozian is the CEO and founding member of Aspire Wealth Management. Mark has more than 30 years of experience in the financial services industry. Mark graduated from Princeton University in 1990 and became a financial advisor with Ameriprise Financial. During his highly successful career with Ameriprise Mark delivered financial solutions that met his client’s needs and achieved superior business results. While with Ameriprise, Mark qualified for the prestigious Chairman’s Advisory Council and was inducted into the Ameriprise Hall of Fame. Mark is a CERTIFIED FINANCIAL PLANNER™.
Mark and his wife Cindy have been married for over 20 years. They live in Weston with their 3 boys – Max, Luke and Zach. Mark enjoys coaching hockey and baseball, travel, the beach and being a dad.
Bill D’Agostino, AIF®
Bill is the President of Aspire Wealth Management. Bill graduated from Babson College in 1997 with a major in Finance and Investments. Prior to starting Aspire Wealth Management, Bill served as an advisor with Ameriprise Financial. He brings his 23 years of experience to Aspire, continuing the work of providing creative financial solutions and guidance to individual and corporate clients of the firm.
Bill and his wife Noelle live in Arlington with their two children Emma and Billy. In his free time, Bill enjoys running, cooking, traveling and family time.
Jennifer Adams, CFP®
Executive Vice President
Jennifer is the Executive Vice President of Aspire Wealth Management. Jennifer graduated from Iowa State University in 1998 with a major in Finance. Prior to starting Aspire Wealth Management in 2012, Jennifer served as an advisor with Ameriprise Financial (formerly American Express Financial Advisors) for 14 years. With 22 years of experience, she continues working with individual clients to create and implement their financial plan while managing their assets and providing investment advice. Jennifer is a CERTIFIED FINANCIAL PLANNER™.
Jennifer and her husband Kip live in Winchester with their two children Bennett and Sarah. She enjoys tennis, skiing, traveling with the family, watching her kids play hockey and soccer and is active at St. Mary’s Parish in Winchester and the National Cystic Fibrosis Foundation. She was also elected as a Winchester Town Meeting representative and serves as a Board Member on the Winchester Historical Commission.