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Cassandra Smalley Wealth Management
Cassandra Smalley Wealth Management is a multi family office; the Altss profile covers its classification, headquarters, registration, AUM band, and key...
Overview
Empowering you to feel confident in your financial future so you can live out your best and most joyful life. | FINANCIAL PLANNING:
General information
Firm type
Multi Family Office
Principals
Cassandra Smalley
Founder and CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Cassandra Smalley Wealth Management?
Cassandra Smalley, founder and CEO, personally oversees all investment decisions. There is no separate CIO or investment committee disclosed (public record).
What types of assets does the firm invest in?
The firm constructs portfolios using public equities, fixed income, and alternative assets including private partnerships and direct real estate. Allocation is customized per client (public record).
How does the firm source investment opportunities?
Deal flow comes from relationships with custodians, estate planning attorneys, and professional networks. The firm also uses established fund managers like BlackRock and Dimensional Fund Advisors (public record).
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