Contact Cassandra Smalley Wealth Management

 

Schedule a Meeting with Us

Intro Meeting

Let’s get to know each other! Your goals mean everything to us, and we are ready to collaborate with you as you take the first steps of your journey.

Client Meeting

Good to see you again—let’s catch up!

Cassandra Smalley dressed in aqua blue suit set walking down a hallway

Every Good Thing in Life Starts Somewhere

 

Contact us today to take the first steps toward your financial freedom so you can spend more time living your joyful life.

We are a fee-only fiduciary financial advisor located in St. Petersburg, FL, and work with clients virtually across the country. We are not limited by location in order for us to work together.

Email me at cassandra@cassandrasmalley.com, fill out the Contact Form, or schedule an Introductory Meeting.

If you have questions, we have answers. Check out our FAQ page to learn more.