Welcome to the Weekly Wake-Up! In this episode, Derek reviews market moves for the previous week, a key chart regarding PCE inflation, and provides his thoughts for the week ahead. https://lnkd.in/eQ4Yg5sw
Aspire Wealth Advisory
Financial Services
Grand Rapids, Michigan 60 followers
Aspire Wealth is an independent Registered Investment Advisor focused on holistic financial planning.
About us
Aspire Wealth is a fee-only independent Registered Investment Advisor focused on comprehensive, holistic financial planning and investment management. We uphold a fiduciary level of care as we always act in the best interest of the client. Based out of Grand Rapids, Michigan, we are able to work with people across the country, leveraging technology when face-to-face meetings are not possible. Through our planning process, we provide honest and unbiased advice, helping individuals reach their goals and achieve their dreams. Every financial plan we run is unique as no one situation is the same. Assisting the plans, our managed portfolios are designed to enhance your return/risk tradeoff and reduce taxes while providing a transparent, diversified asset allocation. The portfolios follow a systematic process based on in-depth research, removing the negative impact that irrational emotions may have on a portfolio.
- Website
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http://aspirewealthadvisory.com
External link for Aspire Wealth Advisory
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Grand Rapids, Michigan
- Type
- Privately Held
- Founded
- 2019
Locations
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Primary
Get directions
2025 E Beltline Ave SE
402
Grand Rapids, Michigan 49546, US
Employees at Aspire Wealth Advisory
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Andrew VanDerSchaaf, CPA
Co-Founder / Head of Business Development at Advisor 123 & Head of Client Strategy at Aspire Wealth
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Derek Prusa, CFA, CFP®
Co-Founder and Head of Investment Strategies at Advisor 123 Co-Founder and Owner at Aspire Wealth Advisory
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Benjamin Webster, CFP®
Co-Founder and Head of Financial Planning at Advisor 123 / Co-Founder at Aspire Wealth Advisory
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Nathan Pesch, CFP®
Partner & Financial Advisor at Aspire Wealth Advisory
Updates
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Welcome to the Weekly Wake-Up! In this episode, Derek reviews market moves for the previous week, a key chart regarding retail sales, and provides his thoughts for the week ahead. https://lnkd.in/e2autZE9
Weekly Wake-Up - Aspire Wealth Advisory
https://aspirewealthadvisory.com
-
Welcome to the Weekly Wake-Up! In this episode, Derek reviews market moves for the previous week, a key chart regarding inflation, and provides his thoughts for the week ahead! https://lnkd.in/e69JxmUv
Weekly Wake-Up - Aspire Wealth Advisory
https://aspirewealthadvisory.com
-
Check out our Market Update Video! In this video, Derek reviews key market insights, asset class data through June 30, 2024, and our proprietary Market Health Indicator. He also covers how our portfolios are allocated as of July 2024. https://lnkd.in/e4mGDYAT
July 2024 Market Update Video - Aspire Wealth Advisory
https://aspirewealthadvisory.com
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Welcome to the Weekly Wake-Up! In this episode, Derek reviews market moves for the previous week, a key chart regarding the labor market, and provides his thoughts for the week ahead. https://lnkd.in/eT26C6Z9
Weekly Wake-Up - Aspire Wealth Advisory
https://aspirewealthadvisory.com
-
Welcome to the Weekly Wake-Up! In this episode, Derek reviews market moves for the previous week, a key chart regarding PCE inflation, and provides his thoughts for the week ahead. https://lnkd.in/eAC2STkv
Weekly Wake-Up - Aspire Wealth Advisory
https://aspirewealthadvisory.com
-
Welcome to the Weekly Wake-Up! In this episode, Derek reviews market moves for the previous week, a key chart regarding retail sales, and provides his thoughts for the week ahead. https://lnkd.in/e_AgxgDc
Weekly Wake-Up - Aspire Wealth Advisory
https://aspirewealthadvisory.com
-
Welcome to the Weekly Wake-Up! In this episode, Derek reviews market moves for the previous week, a key chart regarding inflation, and provides his thoughts for the week ahead. https://lnkd.in/ebiASjxK
Weekly Wake-Up - Aspire Wealth Advisory
https://aspirewealthadvisory.com
-
Welcome to the Weekly Wake-Up! In this episode, Derek reviews market moves for the previous week, a key chart regarding the labor market, and provides his thoughts for the week ahead. https://lnkd.in/edUsBXTB
Weekly Wake-Up - Aspire Wealth Advisory
https://aspirewealthadvisory.com
-
Check out our market update video! In this video, Derek reviews key market insights, asset class data through May 31, 2024, and our proprietary Market Health Indicator. He also covers how our portfolios are allocated as of June 2024. https://lnkd.in/eb5gBzuC