Justin K. Wine, CFP®

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Justin As Founder and Managing Partner of Aspen Wealth Management, headquartered in Aspen, CO, Justin Wine brings more than 15 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

Justin

As Founder and Managing Partner of Aspen Wealth Management, headquartered in Aspen, CO, Justin Wine brings more than 15 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

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