Aspire Wealth Management

www.aspirewealthmgt.com

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Financial Services: Annuities, Investment Portfolio, Life Insurance, Long-Term Care Insurance, Retirement/401(K) Rollovers, Tax Strategies, Disability Insurance, Estate Planning, Social Security review. Different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value. There can be no assurance that any specific investment strategy will be profitable. 7400 W 130th Street, Suite 130 Overland Park, KS 66213 913-322-3500 www.finra.org www.sipc.org https://www.berthel.com/disclosures/ Securities offered only by duly registered individuals through Berthel Fisher & Company Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Aspire Wealth Management, a Registered Investment Adviser. Insurance offered through Aspire Wealth Management. Tax services offered by Azodi CPA. Berthel Fisher & Company Financial Services, Inc. is not an affiliated company with Aspire Wealth Management or Azodi CPA, or America’s Financial Center LLC, 401K Store, 403b Store, 457b Store. Different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value. There can be no assurance that any specific investment strategy will be profitable.

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Financial Services: Annuities, Investment Portfolio, Life Insurance, Long-Term Care Insurance, Retirement/401(K) Rollovers, Tax Strategies, Disability Insurance, Estate Planning, Social Security review. Different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value. There can be no assurance that any specific investment strategy will be profitable. 7400 W 130th Street, Suite 130 Overland Park, KS 66213 913-322-3500 www.finra.org www.sipc.org https://www.berthel.com/disclosures/ Securities offered only by duly registered individuals through Berthel Fisher & Company Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Aspire Wealth Management, a Registered Investment Adviser. Insurance offered through Aspire Wealth Management. Tax services offered by Azodi CPA. Berthel Fisher & Company Financial Services, Inc. is not an affiliated company with Aspire Wealth Management or Azodi CPA, or America’s Financial Center LLC, 401K Store, 403b Store, 457b Store. Different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value. There can be no assurance that any specific investment strategy will be profitable.

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Country

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State

Kansas

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City (Headquarters)

Overland Park

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Employees

1-10

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Founded

2015

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  • Financial Advisor

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  • Financial Professional

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