Sally Alspaugh CAP™
Sally Alspaugh helps high net worth individuals and families clarify life values to help create, preserve, and transfer wealth. She is a catalyst for community foundations seeking donor strategies that maximize wealth passed on to future generations.
Sally Alspaugh, CAP™
Sally Alspaugh has over 30 years of comprehensive financial planning including charitable gifting and family legacy experience.
She is a noted speaker and expert on voluntary tax avoidance for high net worth individuals.
About Sally »
Keep in Touch
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Wealth Consulting
Are you unclear about the intent behind your wealth strategy?
If you seek clarity, it’s time for a conversation about leaving your mark on the world.
And doing so before the taxman cometh!
Learn how»
Sally’s Vision Trip
The old saying is true; there is strength in numbers,
and courage can be found in the symbiotic relationship between advisor and client.
Read how wealth advisor Sally Alspaugh turned one client’s birthday into a trip of a lifetime.
Read the article»
Non-Profits
Why planned giving and why now?
Today’s Boomers must transition from growth-oriented to income-producing investments.
The solution is planned gifts, but donors aren’t hearing about them from their advisors.
Read more»
Upcoming Events
Thu, Sep 18, 5:15 - 6:45 pm
Sponsor: Hospice of Cincinnati
Hyde Park Country Club
3740 Erie Avenue
Cincinnati, OH 45208
Tue, Sep 23, 5:15 - 6:45 pm
Sponsor: Cincinnati Children's Hospital
Kenwood Country Club
6501 Kenwood Road
Cincinnati, OH 45243