What are the opening hours?

Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 12:30pm

Aspire Wealth Group

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United States
Montoursville, PA
Aspire Wealth Group

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

Our dedicated wealth management and financial planning team develops sophisticated wealth strategies tailored to help you reach your financial goals in Pennsylvania and New Jersey. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Aspire Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

06/09/2026

Strong communities are built by organizations that invest in people. 💙

This quarter, we're proud to support Camp Susque and the incredible impact they continue to have throughout our region. For generations, Camp Susque, located in Trout Run, PA has provided a place where youth, young adults, and families can grow in character, build meaningful relationships, experience the outdoors, and create memories that last a lifetime. Their mission is centered on helping individuals grow through Christ-centered camp experiences that encourage faith, personal development, and connection.

Through Aspire Cares, our initiative dedicated to supporting local nonprofits, we're grateful to partner with organizations that are strengthening our community and making a lasting difference in the lives of others.

Learn more about Camp Susque and their mission 👉 www.campsusque.org

06/08/2026

Thank you to everyone who joined us for our 5th Annual "Stock Up on Summer" Client Appreciation Event at The Potting Bench in South Williamsport on Friday! 🌿🌸🍦

We enjoyed seeing everyone's creativity come to life while designing their planters, and we hope your creation brings a little extra color, beauty, and joy to your home or outdoor space all summer long.

06/04/2026

Think investing is just about stocks and bonds? Think again.

Some investors consider alternative investments—such as real estate, private equity, commodities, and other non-traditional assets—as part of a diversified portfolio.

Understanding how these investments work, along with their potential benefits and risks, is an important part of making informed financial decisions.

In our latest blog, we explore:

✔️ What alternative investments are
✔️ Why some investors consider them
✔️ Important factors to understand before investing

👇 Read the full article:
https://aspirewealthgrp.com/looking-beyond-stocks-bonds-understanding-alternative-investments/

06/03/2026

Our Marketing Coordinator, Joel, recently spent a week at Disney with his family, making memories, enjoying the attractions, and soaking up a little Florida sunshine! 🏰✨

With summer vacation season underway, we're curious:

👇Where are your summer adventures taking you this year? Let us know in the comments!

06/01/2026

Meet Keely Swartwood, FPQP®!

As a wealth advisor, Keely's dedicated to building and preserving the investments of the individuals and families she works with, while helping them achieve their goals through long-term financial planning.

Keely is a proud alumna of Lycoming College where she earned a Bachelor of Arts Degree in both Actuarial Science and Mathematics, as well as minors in Accounting and Quantitative Economics. Since joining the team at Aspire Wealth Group, she has earned her Series 7, Series 66, Life, Accident, and Health Insurance Licenses as well as the Financial Paraplanner Qualified Professional designation.

Keely currently lives in Williamsport, PA with her husband, Hadyn, and daughter, Isla. Outside of the office, she enjoys traveling, being outdoors, and spending time with family, friends, and her two dogs, Lola and Finn.

05/31/2026

Happy Birthday to Wealth Advisor Drew Newcomb! 🎉🎂

Drew's dedication to serving clients, thoughtful guidance, and positive attitude make him such a valued part of our team. We're grateful for the knowledge, professionalism, and energy he brings each day, and we hope he has a fantastic birthday celebration surrounded by family and friends. 🎈

Join us in wishing Drew a very happy birthday in the comments below! 👇

05/29/2026

🎓 Happy 529 Day!

Today is a great reminder that small steps taken now can create big opportunities for the future. A 529 Plan is designed to help families save for education expenses while taking advantage of valuable tax benefits and flexible use options.

Whether you're planning for a child, grandchild, or another loved one, investing in education today can make a meaningful difference tomorrow. The earlier you start, the more time your savings have the potential to grow.

05/28/2026

Happy Birthday to our Director of Operations, Amanda Butler! 🎉🎂

Amanda's leadership, dedication, and steady support help keep everything running smoothly, and her positive energy makes a difference every single day. We're so grateful to have her as part of the team and hope her day is filled with celebration, laughter, and time spent with those she loves most. 🎈

Join us in wishing Amanda a very happy birthday in the comments below! 👇

05/26/2026

Summer Hours Update! ☀️

Beginning Friday, May 29th, our offices will transition to summer hours, closing at 12:30 PM every Friday through Labor Day.

Wishing everyone a safe, enjoyable, and relaxing summer ahead!

05/25/2026

This Memorial Day, we pause to remember and honor those who gave their lives in service to our country. Their sacrifice will never be forgotten.

Address

190 Choate Circle, Suite B
Montoursville, PA
17754

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 12:30pm

Website

https://www.aspirewealthgrp.com/

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