Here’s to Living Your Best Life
About Cassandra Smalley Wealth Management
Life presents a diverse range of challenges, all of which are unique and special. Whether you’re saving for your retirement and your kids’ college simultaneously, seeking to learn more about how to make the most of your wealth, or launching your own business, our team can help you achieve your goals.
Find the confidence within, through accomplishment and empowerment, as you build a life of financial freedom, fulfillment, and joy.
Core Values
Empower Others
We work with you to take control and feel confident about your future financial success that enables you to do your best work at home, in the office, and in life.
Educate and Grow
We want you to have the knowledge and resources with solutions that not only improve your financial life, but they also make a difference in the legacy you wish to leave behind.
Collaborate Together
We establish partnerships built on honesty, integrity and transparency with our clients to implement solutions that achieve success.
Lead with Passion and Purpose
We care deeply about the people, missions and values that are important to you to help you map your journey to an extraordinary life.
"Design your future"
Meet Cassandra
Cassandra Smalley is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Analyst designation. She is on a mission to empower women to define and use their voices at the financial table to ensure they can enjoy a fulfilling, purposeful, creative, and joyful life.
Cassandra previously led a financial planning team that managed more than $500 million in assets. She has been recognized by Forbes and SHOOK Research as America’s Top Women Wealth Advisors 2020-2021, Top Next-Gen Wealth Advisor 2017-2020, Working Mother Magazine and Top Wealth Advisor Moms 2017-2020, among others.
Cassandra earned an MBA with a Finance concentration from the University of North Florida, and undergraduate degrees from the University of Florida and St. Petersburg College.
After 15 years in the financial services industry, Cassandra felt called to publish a book based on her experiences. The book centers on the challenges women face in building wealth and pivots obstacles into action by turning one’s unique perspective into one’s power to design their best life.
Cassandra provides financial guidance in her new book, The Why of Wealth, through a proven system by reinforcing positive financial habits and aligning one’s values with their best life.