About Us

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.

Founded in 2010, Aspen Wealth Management is the trusted advisor for all aspects of our clients’ financial lives. We partner with each of our clients to build custom investment portfolios and financial plans based on each individual’s objectives.

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.

Our People

Justin K. Wine CFP®

As Founder and Managing Partner of Aspen Wealth Management, headquartered in Aspen, CO, Justin Wine brings more than 20 years of experience in the financial services industry to the firm to meet his clients’ ever-changing financial needs.

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.

In addition to his duties with Aspen Wealth Management, Wine is an active member of the community. Living in Aspen, CO full time since 2014, he is a member of the Financial Services Institute, an advisory board member of the Aviation Management Group, and serves on the Board of Directors for Achieve Kids Tri, a non-profit youth development organization that uses the sport of triathlon to build life skills and promote healthy living in a fun and safe environment to children of low income families.

Wine received his Bachelor of Arts in economics from The George Washington University. He is a national instructor with the Porsche Club of America and is passionate about car racing. Wine is also an amateur chef and wine aficionado.

Contact: jwine@aspen-wm.com

Scott J. Roth

As Director of Investment Operations Scott brings a unique mix of financial experience to Aspen Wealth Management. Scott is tasked with handling investment operations including client communication and account management.

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.

A graduate of the University of Maryland in 2008, Roth studied economics and interned for Citi within wealth management in their New York office. Since graduating, his continued education includes classes from Dartmouth, University of Michigan, and University of Pennsylvania (could you remove this if you think it’s too much).

Aside from finance, Roth is a published entertainment photographer, and is passionate about boating, biking, wakesurfing, and hockey.

Our Beliefs

When you select a wealth management firm you are entrusting them with the preservation of your life’s work and the security of your future.

Aspen Wealth Management recognizes the weight and importance of this responsibility, as well as the difficulty of finding a firm with which you are comfortable entrusting it. At the heart of the work we do, there lies a set of fundamental beliefs and principles that guide us daily in the service of our clients.

They include our belief that as an independent wealth management firm we have both the freedom and obligation to act solely in your best interest. In serving as your fiduciaries, we deliver our services in a manner that adheres to our principles of integrity, objectivity, diligence, respect and professionalism. We also strongly believe in providing our services to a limited number of families so that we may provide unrivaled levels of attention and care to each.

With a set of strong beliefs, valuable experience and an array of specialized services, we invite you to see if we are the right fit for your family’s wealth management needs.

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