At Aspen Wealth Management we are constantly evaluating investment risks and rewards. We understand that some capital market environments are higher risk than others and we endeavor to manage the risk of loss accordingly. Fundamentally, we believe that the cornerstone to building wealth is to buy good assets at cheap prices and hold them until they reach full value.
We also believe that market trends play a key role in both creating and destroying wealth. We employ risk mitigation strategies with the goal of capturing a majority of up market moves while avoiding the bulk of market declines. As a fee-only registered investment advisory firm, Aspen Wealth Management is held to a fiduciary standard - the highest in the investment business.
We also believe that market trends play a key role in both creating and destroying wealth. We employ risk mitigation strategies with the goal of capturing a majority of up market moves while avoiding the bulk of market declines. As a fee-only registered investment advisory firm, Aspen Wealth Management is held to a fiduciary standard - the highest in the investment business.
Services
Aspen Wealth Management, Inc., is an independent, comprehensive financial services firm. For high net worth and aspiring high net worth families and individuals, we serve as a one-stop family office for overall integration of one's family wealth concerns and objectives.
Aspen delivers to our clients: comprehensive financial planning, optimum risk-adjusted returns on their investments, and superior investment vehicles, some not available through other investment managers and financial planners.For our clients, we serve as the family office, the one advisor they seek to help coordinate all of their financial affairs, their Personal CFO.
Aspen delivers to our clients: comprehensive financial planning, optimum risk-adjusted returns on their investments, and superior investment vehicles, some not available through other investment managers and financial planners.For our clients, we serve as the family office, the one advisor they seek to help coordinate all of their financial affairs, their Personal CFO.
Aspen Wealth management has three core service lines: Financial Planning, Investment Management, and Corporate Retirement Plan Management. The first two are offerings tailored to the high net worth, or aspiring high net worth individual or family. The last is a Business Advisory Service offering available for small to mid-sized companies or business owners.
A comprehensive financial plan is the framework for which an individual can define his or her goals and requirements, assess his or her current situation, and measure progress over the long term. Aspen creates custom financial plans integrating the client's issues. A comprehensive financial plan can include analysis and recommendations in the following areas.
Aspen manages our clients' investments through a limited power-of-attorney authorization. Our clients' funds are held in each individual's name in their various locations, such as a brokerage firm. A client has the ability to execute investment transactions as they wish, or as most individuals desire, we take care of those transactions for them.
Aspen Wealth Management's solution for retirement plans (401(k), 403(b), Money Purchase Pension, etc.) is to help the small and mid-sized companies in the Midwest minimize their fiduciary liabilities and enhance their employees' benefit offerings, while improving their retirement investment performance.
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