Aspen Wealth Management was built on the idea that our clients deserve a more intimate and personal approach than they might find with a large Wall Street firm. We pride ourselves on being client-focused, independent, and unbiased in managing client portfolios. With more than 20 years of experience at Wall Street firms, we know first-hand the limits that brokers at large firms may face.
Like managing your wealth, selecting the right firm to do so can be a difficult task. Your life was spent building your security and legacy, so trust is paramount when selecting a firm to manage it. At Aspen Wealth Management we recognize the enormity of this task. Spending the appropriate amount of tine to understand your needs and desires is key to forming the appropriate investment plan for you. Our fundamental set of beliefs and principles guide us daily in the service of our clients.
With our strong set of principles, veteran experience, and wide array of specialize services, we invite you to see if we are the right fit for your family’s wealth management needs.
Aspen Family Office is your private team of professionals that centralize the management of all forms of your wealth, coordinating all of your advisors and guiding them to focus on your definition of success, not theirs. Every service we offer is designed to simplify your life, deliver expert advice and create efficiencies of time management. The resulting effect from this team approach is holistic advice and a single point of Contact for all of your financial and personal needs.
Wealth management is a demanding discipline. You have a business to run and a life to lead. There are aspects to wealth management you just need a professional to handle. It’s tricky trying to balance portfolio management with the necessary sophistication of tax, insurance and estate planning. And in this day and age, it’s hard to find an advisor who truly has your best interests at the forefront.
Investing should be simple. It should also be done at your comfort level, not that of your advisor. Aspen Direct simplifies investing for you while matching your investment temperament with one of several pre-designed and managed portfolios.
At Aspen, we believe that wealth management is so much more than managing your assets and creating a financial plan. That’s why we work closely with your tax professionals and attorneys to not only protect and grow your wealth, but make sure your legacy lives on through your family and philanthropic desires.
For family wealth to be sustainable over multiple generations, it is essential for each family member to be educated and engaged as participating owners. This is accomplished by respecting the individual ideas, values and unique perspectives that each family member brings to the table.
We will integrate your entire team of professionals within a flat fee structure so that you have a single point of Contact for all of your needs. We offer a safe environment and pledge to make your family office experience exactly what you want it to be.
We have adopted a process that focuses on one thing… ensuring that our clients experience the dreams of their one life to live. The premise of this advising discipline is that we attempt to exceed the unique goals that each of our clients deeply value. We achieve this while at the same time minimizing investment risk and never asking that our clients make any undue sacrifices to their lifestyle.
The process of evaluating the insurance amount and term needed, selecting the type and product, and organizing applications from the multitude of providers can be very difficult and time consuming. Aspen Wealth Management will advise you and manage the application process without bias to any specific product or insurance company.
Aspen Wealth Management creates custom investment portfolios for each and every client. Because our process starts with developing a comprehensive financial plan that defines your goals, objectives and priorities, we are able to build an investment portfolio that will deliver on these criteria.
Planning how much income, what the appropriate withdrawal rate is and from where retirement income will come is as important as creating the nest egg in the first place! Retirement income planning maps out the annual and monthly cash flows necessary to fund your lifestyle and protects against portfolio volatility that may impair liquidity.
As your wealth grows, so too does the importance and complexity of issues surrounding tax. Gone are the days where you simply prepared a return. As a successful business owner, corporate executive or investor you may have multiple sources of income or complicated partnerships that require sophisticated and integrated tax advice and planning.
With an education savings plan in place, your savings can grow and compound, giving your child the freedom to choose which institution is right when it´s time. At Aspen Wealth Management we have the knowledge and experience necessary to help you build 529 college savings plans so you can save for higher education on a tax-advantaged basis.
Advisory services through Aspen Wealth Management, LLC, a state registered investment adviser. For more information and important disclosures regarding Aspen Wealth Management, LLC, please review our Form ADV.