Inspire Wealth Management

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Five Reasons to Consider our Wealth Management services..

#1. Independent Fiduciaries

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.

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

  • In person meetings at least once a year (we will fly to you).
  • All Inspire wealth management clients will receive complementary tax planning services from one of our third-party CPAs.
  • Portfolio performance reporting every 90 days –in hard copy and PDF format (PDFs are emailed via your personalized encrypted email portal)

#5. Unique, seasoned investment perspectives.

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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.