Wealth Offers Opportunity, But It Demands Responsibility.
Aspen Capital Management is an independent, fee-only Registered Investment Advisor specializing in comprehensive financial planning and investment management services. Through insightful advice, customized solutions and responsive service, I am able to assist you in meeting all of your financial goals from retirement planning and education funding alternatives to dealing with concentrated stock positions and developing tax sensitive strategies for generational wealth transfer.
I offer several unique benefits to my clients:
- Independence - No ties or affiliation with any financial institution. All investment research and recommendations are developed internally.
- Objectivity – Operating as a fee-only wealth management firm removes potential conflicts of interest between advice and fees.
- Personal Service & Attention – Customized financial plans and investment policy statements are developed for each client representing his/her own financial and personal situation.
- Breadth of Advice – Consult with clients on all their financial matters including assets I do not directly manage. Examples include employment agreements, deferred compensation plans, stock option strategies and real estate holdings.
Aspen Capital Management makes every effort to build, preserve and transfer your wealth in a manner consistent with your goals, time horizon and risk tolerance.