Services

Our Services

Our Products

Integrated management of all aspects of your financial world is critical to achieving your goals and objectives, while protecting what you have worked hard to create.

Estate Planning

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.

 

 

 

 

 

Family Dynamics & Education

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.

 

 

 

 

 

Family Office Services

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.

 

 

 

 

 

 

Financial Planning

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.

 

 

Insurance

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.

 

 

 

 

Investment Management

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.

 

 

 

 

 

Financial Planning

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.

 

 

Insurance

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.

 

 

 

 

Investment Management

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.

 

 

 

 

 

Our investment philosophy focuses on attractive fundamentals, reasonable valuations and by nature takes a cautious tone. We take opportunistic risk to participate in rising markets while reducing risk in times of uncertainty to protect the downside.

Advisory Services Offered Through Emerson Equity LLC, 888-394-2247 A SEC Registered Investment Advisor. Member FINRA/SIPC The investment representative associated with this website may only discuss and/or transact securities business with residents of the following states: CO, DC, FL, MD, NY, RI, VA.

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