About Us
At Aspirational Wealth Management, we consider it an honor to partner with you on the endeavor of wealth planning. We commit to earn your business relationship for long-term.
Client Centered
Community Driven
Wealth Management Solutions Built Around You and Your Family
OVER 130 M ASSETS UNDER MANAGEMENT
Serving families and trusts with investments in mutual funds, stocks, ETFs, 529 plans, annuities, and other investment products.
OVER 28 YEARS PROVIDING TRUSTED WEALTH MANAGEMENT
We are committed to continued delivery of personalized financial advice that helps you, our client, work toward your financial goals.
A message from Taunya
Our mission statement
Welcome to Aspirational Wealth Management! I’m Taunya Villicana, and I’m thrilled to continue my journey in wealth management with a client-focused approach that reflects the values and aspirations of the community I’m proud to serve.
After almost three decades in wealth management, I founded Aspirational Wealth Management to provide personalized, high-impact financial planning and investment strategies tailored to the unique needs of individuals, families, and businesses. My goal is simple: to help you turn your financial aspirations into reality.
Our mission is to empower you to take control of your financial future with confidence, clarity, and a sense of purpose. We understand that each client’s journey is unique, and we’re committed to walking that journey with you, every step of the way.
Thank you for entrusting us with your financial well-being. I’m excited about the future we can build together.
Testimonials
Wealth Management
Identification of your investment objectives and risk tolerance – these form the foundation of your personalized investment plan.
Retirement Planning/Income
Step-by-step guidance toward retiring with confidence.
Educational Savings
Helping invest in the future of others.
Generational Wealth
Wealth management strategy designed with the goal of leaving a legacy.
Meet Our Team
Resources
Access this library of important financial topics we believe you’ll enjoy.CALCULATORS
A host of financial tools to assist you.
ARTICLES
Educate yourself on a variety of financial topics.
FLIPBOOKS
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
VIDEOS
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
NEWSLETTERS
Timely newsletters to help you stay current.
Our Office
7790 N Oracle Road, Ste 140
Tucson, AZ 85704