Cassandra is extremely knowledgeable and is an ultimate professional. We have worked with her for several years, both before and after retirement. She is a great communicator who specializes in tax implications for our finances. Cassandra always follows up immediately and in writing and is easily available if you have questions. We have total peace of mind that we are in good hands.

My husband and I had had meetings with quite a few financial advisors in the past, but we never found any that were a good fit. We always felt like we were being sold to. I had a couple of meetings with Cassandra on my own and had already felt confident in her knowledge and advice (she had already started helping me even though I wasn't even a client yet!) Then my husband and I had a chance to have a meeting with Cassandra together, and we both agreed that we had found someone that actually had our family's best interests in mind. During our meeting, we felt confident in her ability to tailor her guidance to our specific financial situation and even walked away with some action steps we could implement right away even though we had not committed to working with her yet. Needless to say, we just signed up with her and look forward to having an honest, caring, and knowledgeable guide on our journey to financial freedom! I highly recommend everyone meet with her!!

Cassandra is an absolute wealth of knowledge! Her expertise, insightful advice, and thoughtful guidance are truly appreciated. She takes the time to thoroughly explain complex concepts in a way that’s easy to understand leaving you feeling completely at ease with your future investments. I highly recommend her to anyone seeking expert financial planning!

We've been lucky enough to work with Cassandra for several years. She's just so full of knowledge. She is there to address our concerns, answer questions as well as reassuring us that we're on track for success! I especially like the tools she uses so that at a glance we can keep up with our growth. We really do feel lucky to have her managing our retirement and investments.

Well, I cannot express how thankful I am to have such an experienced financial expert looking after our retirement. Cassandra is so tuned into her clients current and FUTURE needs. I will pass her name around to family and friends. The personalized attention we are getting from you is so welcoming... Thanks for being you Cassandra!

Newly working with her to navigate multiple big life and career changes. Cassandra was extremely helpful in helping me navagate purchasing a new car while separating finances from my ex husband. She was also very reassuring to me in areas where I thought I was struggling. She can give advice and help lead while simultaneously reinforcing the good things that I was already doing. Also she's just pleasant and wonderful to work with.

I have worked with Cassandra for about 10 years now and she is fantastic. I started with low expectations for the future, but Cassandra has been wonderfully successful helping me build wealth and a solid financial future. I highly recommend working with Cassandra.

Cassandra has always been extremely helpful with explaining things, as well as handling things we may not be able to do. She also cares about what we are doing and how we are doing in life. We would not be where we are with out her!

I had a generally negative opinion of people in wealth management because of watching my parents go through a terrible past experience with different firm in another state. I was upfront with Cassandra about my skepticism, and she explained to me how she is different from some financial advisors. (She is a highly qualified independent fiduciary -look that up) I gave her a chance, and now I feel at ease and confident working with her. Her professionalism, attention to detail, follow-through, knowledge and ethics are remarkable. I really have nothing critical to say. I'm highly impressed.

Cassandra is a wealth of knowledge. Her expertise has been so valuable for my clients. I really trust her ability to help them in all facets of their life. Whether they are in the middle of growing their business, looking to sell their business, or looking to retire, I trust Cassandra with giving them the advice they need for their financial future.

I started with Cassandra early in 2023 as I was looking towards retiring by the end of the year. I knew almost nothing about finances, taxes, and investments. Cassandra was very patient in explaining the whys and how-tos. She looks at more than finances, she helps develop workable plans in order to create a lifestyle. I am very happy with her services and highly recommend her!

I equate Ms. Smalley to my Coast Guard career. After retiring from a total of 42 years Coast Guard and Federal Service, I sought out Ms. Smalley to manage my investments. Much like the CG, she navigates our current financial storm with sound judgement, a steady course and a firm hand on the helm to keep us upright and on a safe course. I trust her implicitly to help us weather these tumultuous times. I would highly recommend her to anyone seeking financial advice in these troubling times.

Cassandra has been our financial advisor for many years and it was a no-brainer that we would follow her when she started her own wealth management firm. She is dedicated to her clients and their financial success. Without Cassandra's support, coaching, and sometimes tough conversations, our family would not have been as financially successful.

Great financial advisor! Many of our clients have used Cassandra's services and only have wonderful things to say about her. She is skilled, compassionate, and dedicated to her clients' success.