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Aspen Wealth Management is a premier independent Financial Services and Private Wealth Management practice that provides a wide range of financial services to a select group of clients.
At Aspen Wealth Management, we provide exemplary service and work hard to simplify our clients’ financial lives, optimize their investments, and organize their personal financial plans. We do this in part by being the singular point of contact between you and an established network of independent professional service providers including CPA’s, attorneys, and insurance specialists that work directly with our advisors on your behalf.
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.
Wine is a Certified Financial Planner™ (CFP®), General Securities Principal (Series 24) and General Securities Representative (Series 7). His services include Portfolio Management and Asset Allocation, Financial Planning through BCG Securities, Life Insurance, and Estate and Tax Planning.
Prior to starting Aspen Wealth Management, Wine served as Vice President and Senior Financial Advisor with both PaineWebber and Merrill Lynch. He specializes in financial management of High Net Worth families and maintains a practice of less than 30 clients in order to provide individualized attention and exceptional service to each one. Wine’s clients include business owners, Sr. public company executives, and retirees.
While working at Merrill Lynch, Wine became frustrated by the limitations that the traditional wire-house model placed on his ability to provide optimal solutions to meet his clients’ unique financial needs. As a result, Wine established Aspen Wealth Management to allow him the flexibility to create comprehensive and personalized financial plans. Under the Aspen Wealth approach, Wine partners with each of his clients to build an environment of trust in which they can feel secure that he always has their best interests in mind.
Prior to joining Aspen Wealth Management, Roth worked for Citi at their headquarters in New York. At Citi, Roth served in the investment Bank managing risk and navigated the firm through crucial Fed/OCC deliverables and mandates. Both a global contact and a team lead, Roth coordinated a firmwide multi-year effort to overhaul client account reviews and reduce overall risk to the firm.
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Prior to Citi, Roth worked for investment bank Barclays within Finance Control, reviewing and reporting key financial metrics for firm.
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