Wealth Offers Opportunity, But It Demands Responsibility.
Aspen Capital Management is an independent, fee-only Registered Investment Advisor specializing in combining financial planning with disciplined, long-term investment management services. Through insightful advice, customized solutions and responsive service, we are able to assist you in meeting your financial goals from retirement planning and education funding alternatives to dealing with concentrated stock positions and developing tax sensitive strategies for claiming social security and generational wealth transfer.
We offer several unique benefits to our clients:
- Independence - No ties or affiliation with any brokerage firms, banks, mutual fund companies or other financial institutions. As a fiduciary, we work exclusively in the best interests of our clients.
- Objectivity – Operating as a fee-only wealth management firm removes potential conflicts of interest between advice and fees. No commisions or transaction fees.
- Personal Service & Attention – Retirement plans and investment policy statements are developed for each client representing their own financial and personal situation.
- Breadth of Advice – We consult with clients on all their financial matters including assets we don't directly manage. Examples include employment agreements, 401k and 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.