Aspyre Wealth Partners Celebrates Team Growth and New Office in Overland Park
Aspyre Wealth Partners Celebrates Team Growth and New Office in Overland Park
Kansas City financial planning and wealth management firm grows professional team serving executives, emerging leaders, and high-earning families.
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Aspyre Wealth Partners (Aspyre), a fee-only fiduciary financial planning and wealth management firm, today announced their move to a newly expanded office space in Overland Park, Kansas, and a year of growth with the addition of six new associates.
As a boutique financial planning firm, we don’t measure our success by the number of offices we have or the amount of assets we manage. We measure success by the quality of the relationships we build and the confidence our clients feel.
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EXPANDED OVERLAND PARK OFFICE SUPPORTS COMPANY GROWTH
The firm's new office, located at 10851 Mastin Street, Suite 1050, provides added room for collaboration, client meetings, and future growth while remaining conveniently located near their previous office.
Aspyre Wealth Partners helps clients define wealth beyond financial assets by integrating financial, life, and career planning. Guided by the firm’s Making Life Count!® philosophy, they partner with clients to help them live well today while planning for their future.
The new office will support Aspyre's continued team growth focused on delivering comprehensive services in a comfortable environment.
SIX NEW TEAM MEMBERS EXPAND FINANCIAL PLANNING EXPERTISE
During the past 12 months, Aspyre Wealth Partners has expanded its team of planners and support staff with the addition of:
- Lead Financial Advisor Conner Anderson, CFP®
- Financial Planning Associates Hope Schuman and Brandon Bonaparte, who have both passed the CFP® exam and have become candidates for CFP® certification since joining Aspyre.
- Financial Planning Associate, Kristin Biltoft
- Client Services Associate, Joslyn Boyd
- Office Manager, Melissa Barker
These additions strengthen the firm's ability to serve clients who are navigating important financial and life transitions, including career changes, retirement planning, executive compensation decisions, tax strategy, and multigenerational wealth planning.
INVESTING IN PEOPLE TO ENHANCE THE CLIENT EXPERIENCE
“Our growth is ultimately about creating a better experience for our clients,” said Matthew D. Starkey, CFP®, CAP®, AEP®, President of Aspyre Wealth Partners. “The new office gives us more space to collaborate as a team and welcome clients comfortably. While our newest team members bring additional expertise and capacity that allow us to serve clients with greater depth and responsiveness. Every investment we've made is focused on helping clients gain clarity, make informed decisions, and move confidently toward what's next in their life.”
BOUTIQUE FINANCIAL PLANNING EMPHASIZES PERSONAL RELATIONSHIPS
“As a boutique financial planning firm, we don’t measure our success by the number of offices we have or the amount of assets we manage,” explained Chief Wealth Officer Jessi Chadd, CFP®, CeFT®. “We measure success by the quality of the relationships we build and the confidence our clients feel as they share their career and life stories with a team who knows them personally. Our growth has been intentionally designed to maintain a close atmosphere of trust, while increasing services and advancing efficiency.”
ABOUT ASPYRE WEALTH PARTNERS
Founded in 1997, Aspyre Wealth Partners is an independent, fee-only fiduciary wealth management and financial planning firm headquartered in Overland Park, Kansas. The firm provides comprehensive financial planning, tax-aware investment management, retirement planning, executive and career coaching, and transition planning services designed to help clients master career, financial and life goals while Making Life Count!®.
More information is available at www.aspyrewealth.com or visit us on LinkedIn, Instagram or Facebook.
Contacts
Media Contact:
Karen Embry
Impact Communications, Inc.
913-649-5009
KarenEmbry@ImpactCommunications.org