Aspire Private Capital, LLC
Aspire Wealth Management was founded in 2003, and Aspire Private Capital in 2010. Our firm is well known in the Lake Norman and Hickory area communities. We work with many families in these areas and are conveniently located in Cornelius at Lake Norman and the Peoples Bank building in the Viewmont section of Hickory. Aspire Private Capital has become a strong presence in North Carolina due to its team approach in asset management, tax efficiency, and legacy protection. Something that separates our firm from others is that we do advanced planning; less than 7% of investment advisors practice this type of management. We work closely with some of the top CPAs and Attorneys in the area to help families like yours maximize efficiency of your portfolio as few other firms can.
Aspire Private Capital and its team of advisors are guided by its founding partner J. Bryan Philpott and managing partner T. Keith Kelly. We are a comprehensive wealth management firm. Our clients come to us seeking guidance for retirement planning, wealth accumulation, asset protection, tax efficiency, and many other aspects of holistic wealth management. When we provide investment advice we are held to a fiduicairy standard. Unlike some registered representatives, our advisors' guidance is focused on the best interest of their clients, not a national firm with a home office in another state. We maintain close relationships with our client families. Our advisors strive to bring more transparency in understanding expenses and returns while being more proactive in risk management and asset allocation. Aspire Private Capital was built on putting the needs of our clients first.