You’ve Built a Life You’re Proud Of—
Now Build the Financial Future to Match
Wealth planning for high-achieving women
ready to take control of their future with clarity, confidence, and strategy.
- How do I protect what I’ve built?
- Am I doing the right things for retirement?
- Is there a smarter way to plan?
That’s where we come in.
Meet Kaspian Group:
Strategic Wealth Planning
for Women Who Get Things Done
How We Help
You’ve Spent Years Taking Care of Business.
Now It’s Time to Take Care of You.
You’ve built a life marked by focus, resilience, and success.
Whether leading a team, growing your own business, or navigating a high-pressure career, you’ve handled challenges with grace and grit.
But as you look ahead, you’re starting to ask:
- Am I making the most of what I’ve earned?
- What does financial independence really look like for me?
- How do I protect myself, without sacrificing what I enjoy?
We work with women in their 40s, 50s, and early 60s who are:
- Professionally accomplished – You’re earning $150K+ and have built a solid foundation
- Focused on the future – You want a tax-smart strategy, not a financial checklist
- Used to giving their all – But ready to give some of that time, energy, and intention back to themselves
You don’t need a perfect plan. You just need someone who sees the whole picture and can guide you to take confident steps forward.
Whether you’re single, divorced, caregiving, or simply figuring out what’s next—you’ve found a space to get clear, stay organized, feel supported, and achieve the financial results you deserve.
Who We Work
Your Money. Your Rules. Our Strategy.
At Kaspian Group, we design wealth plans to reflect how you live, earn, and make decisions—not a generic checklist or one-size-fits-all formula. Our approach is tailored, strategic, and built for women who want their wealth to align with their values, responsibilities, and future goals.
Tax-Efficient Retirement Planning
You’ve built your career—and your savings—with intention. We’ll help you design a retirement strategy that honors that same intention. It’s not just about saving; it’s about structuring your money to support the life you want to lead, while staying mindful of the blind spots.
Holistic Wealth Planning
We take a comprehensive view of how your life is impacted by your financial world—from income and investments to insurance, estate planning, and taxes. Our goal is to bring all the moving parts into focus so that you can make informed decisions with clarity and confidence.
Life-Stage Transitions
Career shifts. Divorce. Retirement. Major change often brings financial complexity. We help you sort through what’s urgent, what’s important, and what’s next—so you can move forward with structure and stability.