Aspect Wealth Management, established in 1997 and headquartered in San Antonio, Texas, is an independent advisory firm dedicated to helping clients navigate complex financial landscapes. They offer a comprehensive suite of services, including investment management, retirement planning, risk management, estate planning, tax planning, and business planning.

The firm’s investment philosophy centers on a fact-based approach, utilizing data-driven strategies to advance portfolios during market upswings and protect them during downturns. Aspect Wealth Management operates with a fiduciary standard, ensuring that client interests are prioritized.

Their client base includes retirees, families, business owners, physicians, and charitable organizations, typically those with at least $1 million in investable assets. The firm collaborates with reputable service providers, such as Pershing, a Bank of New York Mellon company, to handle trade executions, tax reporting, and regulatory compliance.

Led by Michael Clark, a distinguished graduate of the United States Air Force Academy with a background in economics and finance, Aspect Wealth Management emphasizes personalized service and long-term client relationships.