About Cassandra Smalley Wealth Management

Giving Women a Voice at the Financial Table

We Started Cassandra Smalley Wealth Management with One Goal in Mind…

to close the gender wealth gap by providing professional women and women business owners a trusted partner who understands their unique challenges and empowers them to build wealth with confidence.

→ You're juggling kids at home, building your business, and feel like there's never enough time to focus on your financial future

→ Your business is growing, but you're frustrated with how much you're paying in taxes and know there has to be a better way

→ You want to delegate your financial planning to someone you trust so you can focus on what you do best

→ You want to feel confident about your financial future instead of worrying about market volatility and economic uncertainty

You want simplicity.

You also want to make smart financial decisions.

We are your collaborative partner, providing financial guidance that sets your mind at ease.

Meet Cassandra Smalley

Cassandra Smalley is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Analyst — a combination of credentials earned by fewer than 1% of advisors — who specializes in empowering professional women and women business owners to build wealth with confidence.

With 20 years in financial services and $500 million in assets managed, Cassandra understands the unique challenges facing ambitious women balancing career success, business growth, and family responsibilities. Recognized by Forbes as one of America's Top Women Wealth Advisors, she's on a mission to close the gender wealth gap and is the author of "The Why of Wealth."

- Bachelor's degree
- MBA (Master of Business Administration)
- CFA program (3+ years of post-graduate study)
- CFP® certification (additional year of study)
- Forbes America's Top Women Wealth Advisors (2020-2021)
- Forbes Best-In-State Wealth Advisors (2019-2021)
- Forbes Top Next-Gen Wealth Advisors (2017-2020)
- Working Mother Magazine and SHOOK Research Top Wealth Advisor Moms (2017-2020)
- Forbes Best-In-State Next-Gen Advisors (2019)
- My book was featured in the Journal of Financial Therapy
- #1 New Release in multiple categories on Amazon:
  - Family and Health
  - Personal Money Management
  - Investing Basics
  - Budgeting
  - Personal Budgeting

As a working mother who earned her credentials while raising children, Cassandra brings both professional expertise and personal understanding to every client relationship. Her boutique practice offers the personalized attention and flexibility that busy professional women need, with virtual meetings that fit seamlessly into demanding schedules.

Whether you're optimizing your wealth-building strategy or navigating business growth and tax challenges, Cassandra provides judgment-free guidance to help you take control of your financial future with confidence.

- 20+ years in the financial services industry
- $500 million in assets under management (at previous firm)
- Former Director of Financial Planning - Led team of CFP® professionals and CPAs
- 1,000+ happy clients served throughout career
- Author of "The Why of Wealth: Mastering the Steps to a Wealthy Mindset to Live a Joyful Life"
- Rare dual credentials: Fewer than 1% of financial advisors hold both CFA and CFP® designations
- Fee-only fiduciary advisor - No commission-based sales, always puts client interests first
- Specialized focus on professional women and women business owners
- Tax planning expertise gained through 10+ years working with CPA teams
- Modern Tech-Forward Solutions so we can easily collaborate together
- Virtual practice model offering flexibility for busy professionals

What We’re All About

Empowering 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.

graphic of a graph with a graduation cap in the middle

Educating and Growing

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.