Category: Aspyre Wealth Partners

Aspyre Wealth Partners’ Matthew Starkey and Jessi Chadd Awarded for Commitment to Exceptional Client Service

2/21/2025

Aspyre Wealth Partners is proud to announce that Matthew D. Starkey, MSFS, CFP®, CAP®, AEP® and Jessi Chadd, MSFS, CFP®, CeFT® have been named Five Star Wealth Managers by Five Star Professional in Kansas City magazine. This annual award is granted to a select group of professionals—fewer than seven percent of wealth managers in the region—who demonstrate an unwavering commitment to exceptional client service.

Unlike awards that focus primarily on metrics such as assets under management (AUM) or the size and scale of a firm, the Five Star Wealth Manager recognition stands out for its emphasis on service excellence, ethical business practices, and client satisfaction. Recipients must meet 10 rigorous criteria, including client retention rates, industry credentials, and regulatory history, ensuring that honorees provide personalized, high-quality financial guidance. Chadd is being recognized for the third consecutive year, while Starkey celebrates his twelfth appearance on the list.

Originally published on Business Wire on February 12, 2025. Read full article here.

Stewart Koesten Shifts Focus To Global Financial Planning and Advocates for Dual Citizenship

11/7/2024

Stewart S. Koesten, M.S.F.S., CFP®, CIMA®, Cert(IM), Global Financial Planning Fellow (USA), Chairman and Senior Wealth Manager at Aspyre Wealth Partners®, announces his focus on Global Financial Planning to address the growing trend of American citizens seeking international living options.

Koesten brings over four decades of experience in wealth management. His Investment Migration certification equips him with the knowledge to offer guidance on various citizenship and residence-by-investment programs, enabling individuals to obtain citizenship or residency in exchange for investments in their host countries. As a Global Financial Planning Fellow, Koesten leverages a vast network of international professionals to deliver coordinated and comprehensive advice.

Originally published on Business Wire on October 31, 2024. Read full article here.

Articles

Aspyre Wealth Partners’ Matthew Starkey and Jessi Chadd Awarded for Commitment to Exceptional Client Service

Stewart Koesten Shifts Focus To Global Financial Planning and Advocates for Dual Citizenship

ABOUT

Categories