Aspiriant, an independent wealth management firm, has opened its new office in Irvine, California, bringing the total number of locations across the US to eight.
Aspiriant is an innovative wealth management firm engineered to serve affluent clients and their families for generations and the firm is bringing its services to the Orange County market.
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Aspiriant clients get a custom mix of services that support their wealth management needs including investment management, tax planning, tax compliance, estate planning, document drafting, philanthropic planning and foundation management.
Aspiriant’s full outsourced family office services are also available at the Orange County office.
Aspiriant director of strategic planning, principal, and head of the Orange County office Clay Stevens said, "With a growing economy and a continued presence for global companies, there is heightened demand for wealth management services in Orange County. We become the chief financial optimizer for our clients, providing customized investment advice and a one-stop shop for their wealth management needs. We are seeing increasing demand for this investment approach across Orange County."
Aspiriant CEO, principal Rob Francais added, "As the demand for our wealth management services continues to increase around the country, we continue to selectively grow our firm. By combining our local presence and knowledge with expertise in specific disciplines, we help clients engage their assets more productively and make clear choices about complex financial issues."
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