Wealth Management Planning Areas

From income tax planning to real estate planning and donor-advised funds, Inspire will explore your wealth management through a holistic lens. Below are some sub-categories of financial planning that may pertain to your family’s overall wealth strategy. 

• Investment planning
• Income tax planning
• Retirement planning
• Real estate planning  (including DSTs, 1031 exchanges)
• Business planning (may include succession planning)
• Cash flow planning
• Insurance planning and risk management
• Employee Benefits planning
• Estate planning (including donor-advised services)
  
  

White Glove Wealth Management Services

Your customer service experience deserves our highest level of care.

- Significant access to your financial advisor either virtually or in person
- All Inspire wealth management clients are encouraged to have their taxes analyzed for more efficiencies. We have software for tax analysis.
- Referrals to qualified CPAs and estate planning attorneys  if needed
- Fiduciary standard of care

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. Please visit our about page to learn more about Inspire's wealth management team.

Taking Inventory of Your Wealth

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 its parts.

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

According to S&P Dow Jones Indices’ SPIVA U.S. Mid-Year 2026 report, nearly 95% of actively managed U.S. equity funds underperformed the S&P Composite 1500 over the 20 years ended June 30, 2026. www.spglobal.com

According to the Investment Company Institute’s March 2026 report, Trends in the Expenses and Fees of Funds, 2025, the asset-weighted average annual expense ratio was 0.64% for actively managed equity mutual funds, compared with 0.14% for index equity ETFs in 2025. www.ici.org

We believe diversified portfolios built with low-cost index ETFs can provide a cost-effective foundation for long-term investing.*

Fund expense ratios exclude separately charged advisory fees. Past performance does not guarantee future results. Investing involves risk, including loss of principal. Indexes are unmanaged and cannot be invested in directly.