Value-based strategies lead to goal-oriented actions that have long term positive effects for individuals and families, their communities, and future generations to come.
Because wealth decisions and the legacy you choose to create is yours alone, we help you make choices that are consistent with your life goals and values. We work on a fee-paid basis with a focus on long-lasting relationships. Whether you seek wealth planning and estate tax avoidance advice, or simply need professional guidance to help you and your family define your mission, goals and values, our approach is careful listening to truly understand your unique needs.
We invite you to explore our website and its many wealth management resources.
Sally Alspaugh (biography) has over 30 years experience as a wealth counselor specializing in philanthropic charitable gifting and family legacy planning.
Whether you are new to the concept of philanthropy or a long term client, you are always invited to contact our office. Our regular office hours are 8:30 - 5:00 Monday - Friday except holidays.
Sally Alspaugh CAP™
11427 Reed Hartman Highway
Suite 228
Cincinnati, OH 45241
(513) 618-6565 Office
(513) 404-9787 Cell
(513) 618-6564 Fax
Sally Alspaugh

Sally Alspaugh CAP™ is located in the Office Suites Plus building in Blue Ash.
From I-71, take Exit 15 Pfeiffer Road west about ½ mile, turn right onto Reed Hartman Highway. Proceed north past Cornell Road. Turn left into the driveway shared with the Marriott Residence Inn, then turn right into the Office Suites Plus parking lot.
From I-275, take Exit 47 South (Reed Hartman Highway), drive about ¼ mile, turn right into the driveway shared with the Marriott Residence Inn; immediately turn right into the Office Suites Plus parking lot.