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Wealth Management

Wealth Management is the happy marriage of Asset Management and Financial Planning. Cassandra’s Wealth Management clients enjoy the convenience of asset management and ongoing comprehensive financial planning wrapped up together in one service.

Ongoing services fees can be paid either out of pocket or though your asset management fees.

The initial set up fees apply for new plans (see Financial Planning Services & Fees).

Financial Planning

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."