Broker Check

Private Wealth Management

Five Ways We Serve You

#1. Independent Fiduciaries

We are fiduciary financial advisors of HNWI and UHNWI private wealth.  As an independent fiduciary, we owe our clients a duty of loyalty.

We have a fundamental obligation to act in the best interest of our clients and to provide unbiased, objective financial advice that regards our clients best interests above our own.

#2. Strong Investment Performance

Based on research from Vanguard, 94% of actively managed U.S. equity funds underperformed their style benchmarks.

Considering the average active fund expense ratio is 0.58%, and the average index fund is 0.09%, we believe that passively allocated ETF portfolios can deliver strong investment performance over the long term.*

Source: Vanguard®/ Indexing: Truth, myths, and benefits, 2019.

#3. Bespoke Wealth Management

We custom tailor our wealth management planning to your individual needs.

Your wealth management plan will be designed on an individual basis. Every plan is examined as a sum of it's parts.

  • Investment portfolios
  • Business(s)
  • Personal and commercial real estate
  • Boats, planes, equipment
  • Trust, pension, and social security income streams
  • Life insurance
  • Future inheritance

#4. Service That Exceeds Expectations

Your customer service experience receives our highest level of client care.

  • The best personal service you have ever had. 
  • In person meetings at least once a year. 
  • All Inspire wealth management clients are encouraged to have their income taxes analyzed for more efficiencies. We have software for such analysis that may not be utilized by your CPA.
  • We can provide a referral to qualified CPAs and Estate Planning attorneys saving you time and expense.
  • Portfolio allocation reporting every 90 days – (PDFs are emailed via Inspire's encrypted email portal).

#5. Unique, seasoned investment perspectives.

Working collaboratively with Vanguard, American Funds, Russell Investments, and AlphaStar Capital Management, our wealth managers and financial analysts can provide you with unique, seasoned investment advice from experienced professionals.

Investment Advisory Services offered through AlphaStar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and Inspire Financial Planning are independent entities. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Inspire Financial Planning does not offer legal or tax advice.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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