Client-Focused, Independent, Unbiased

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 15 years of experience at Wall Street firms, we know first-hand the limits that brokers at large firms may face.

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.

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.

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.

The Aspen Direct 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.

Our services

The Aspen Direct investment philosophy focuses on attractive fundamentals, reasonable valuations and by nature takes a cautious tone.

Aspen Direct

Investing should be simple. It should also be done at your comfort level, not that of your advisor. Aspen Direct simplifies investing for you while matching your investment temperament with one of several pre-designed and managed portfolios.

Aspen Wealth Management

Wealth management is a demanding discipline. You have a business to run and a life to lead. There are aspects to wealth management you just need a professional to handle. It’s tricky trying to balance portfolio management with the necessary sophistication of tax, insurance and estate planning. And in this day and age, it’s hard to find an advisor who truly has your best interests at the forefront.

Aspen Family Office

Aspen Family Office is your private team of professionals that centralize the management of all forms of your wealth, coordinating all of your advisors and guiding them to focus on your definition of success, not theirs. Every service we offer is designed to simplify your life, deliver expert advice and create efficiencies of time management. The resulting effect from this team approach is holistic advice and a single point of contact for all of your financial and personal needs.