Our Services
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.
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.