In fact, it's the only type of investing we offer. We started using ESG Screened investments that investors can feel good about before most people even knew about this modern approach to socially responsible investing. Our new clients are typically in their 50s or early 60s, want a professional to manage their accounts, are serious about retirement planning, and don't want to pay more taxes than they need to.
We even work with corporations offering retirement plans to their employees. Model portfolios, custom ESG screened options, or for portfolios over $400,000 we can recommend individual stocks. For households with more than $400,000 invested with us, this relationship combines sustainable portfolios + financial planning.
We even work with corporations offering retirement plans to their employees. Model portfolios, custom ESG screened options, or for portfolios over $400,000 we can recommend individual stocks. For households with more than $400,000 invested with us, this relationship combines sustainable portfolios + financial planning.
Services
Portfolios built with low cost & tax efficient sustainable investments are not only possible, but competitive with conventional investing. Financial plans should go well beyond a simplistic projection of assets over time and be written by a Certified Financial Planner Practitioner. Aspen Leaf Wealth Management is interested in hearing from financial advisors across the country about their frustrations doing business at their current firms.
Sustainable investing considers moral values in addition to conventional considerations such as risk, return, cost, and tax efficiency. This is accomplished with ESG screening, an acronym for Environmental, Social, and Governance. Sustainable investing means different things to different people. Aspen Leaf Wealth Management educates clients regarding socially responsible investing considerations such as weapons, racism, and fossil fuels.
You've probably heard the term Impact Investing, but what does it mean? According to the Global Impact Investing Network, it's any investment "made with the intention to generate positive, measurable social and environmental impact alongside a financial return". Impact investing differs from sustainable investing in that it focuses on solving specific economic, societal, and environmental challenges.
Our typical new client is either approaching retirement is has recently retired, has accounts in the range of $400,000 to $5,000,000 to consolidate, has a need for financial advice beyond the portfolio, and wants an ESG screened portfolio customized to their environmental & social values.
INVEST - match your values with advanced ESG screening capabilities, create tax efficiencies, and align an appropriate level of risk with your goals for us to monitor over time.PLAN - create a unique financial plan customized to your specific goals, tax scenario, risk factors, and portfolio needs. NAVIGATE- simplify as much as possible, consolidate & organize your accounts, and summarize your risks and opportunities in plain English.
INVEST - match your values with advanced ESG screening capabilities, create tax efficiencies, and align an appropriate level of risk with your goals for us to monitor over time.PLAN - create a unique financial plan customized to your specific goals, tax scenario, risk factors, and portfolio needs. NAVIGATE- simplify as much as possible, consolidate & organize your accounts, and summarize your risks and opportunities in plain English.
Sustainable portfolios consider moral values in addition to conventional considerations such as risk, return, cost, and tax efficiency. This is accomplished with ESG screening, an acronym for Environmental, Social, and Governance. Sustainable investing means different things to different people.
We help investors avoid controversies such as weapons, racism, and fossil fuels, as well as tilting towards companies that treat employees, society, and the planet better than average.The result is a portfolio that not only performs well, but one that also creates impact that can be measured, quantified, and reported to shareholders.
We help investors avoid controversies such as weapons, racism, and fossil fuels, as well as tilting towards companies that treat employees, society, and the planet better than average.The result is a portfolio that not only performs well, but one that also creates impact that can be measured, quantified, and reported to shareholders.
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