Because our process starts with developing a comprehensive financial plan that defines your goals, objectives and priorities, we are able to build an investment portfolio that will deliver on these criteria. Wealth Management Consultant jobs Senior Event Manager . Her community volunteerism also extends to projects at Christ Chapel Bible Church, where she is an active member. CFP . Using a passive fund management strategy we can help you make smart decisions and guide you on investing. Under the Aspen Wealth approach, Wine partners with each of his clients to build an environment of trust in which they can feel secure that he always has their best interests in mind. We do our best to As a successful business owner, corporate executive or investor you may have multiple sources of income or complicated partnerships that require sophisticated and integrated tax advice and planning. The @Aspen team provides a positive, productive, entrepreneurial and collaborative environment. Helpful Tips to Develop and Practice Personal Resilience. See how your money can be saved and allocated given the best and worst-case scenarios. Kingsview Wealth Management LLC trimmed its position in SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA - Get Rating) by 5.8% during the third quarter, according to the company in its . Aspen Wealth Management will advise you and manage the application process without bias to any specific product or insurance company. Wine is a Certified Financial Planner (CFP), General Securities Principal (Series 24) and General Securities Representative (Series 7). To find out more about any of our financial planning, investment, and pension advice services just get in touch today on 01983 333 000. 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. Her leadership is driven by more than 25 years of experience specializing in retirement and tax planning for those nearing and transitioning into retirement. We are a family who cares about each other personally and professionally. Aspen Wealth Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Site design by Mighty 8th Media. Securities and Advisory Services Offered Through BCG Securities, Inc., 888-394-2247 A SEC Registered Investment Advisor. The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. Enter Volume 9 Member, Aspen Wealth Management, a fee-only, non-commission wealth management firm dedicated to creating ultra-personalized financial plans. Once we have gathered your information, we will integrate your financial pieces into a comprehensive plan that maximizes your potential for meeting your life goals. Bob Stowe Stowe Financial Planning | 972-733-9959. Thats why we work closely with your tax professionals and attorneys to not only protect and grow your wealth, but make sure your legacy lives on through your family and philanthropic desires. Investment advisory services and fees differ and it is important for you to understand these differences. that in most cases our responses will not be immediate. He specializes in financial management of High Net Worth families and maintains a practice of less than 30 clients in order to provide individualized attention and exceptional service to each one. But exactly what those reparations will look <25 Employees . Aspen Wealth Management, Senior Partner and Investment Coordinator, 2018-present. ASPEN WEALTH MANAGEMENT, LLC has been set up 4/13/2021 in state FL. 2 customer reviews of Aspen Wealth Management. CFP . The premise of this advising discipline is that we attempt to exceed the unique goals that each of our clients deeply value. addressed today, while setting and working towards goals for tomorrow. Evaluate and modify your financial plan to meet evolving life changes. We will integrate your entire team of professionals within a flat fee structure so that you have a single point of contact for all of your needs. Clickbelow to view the Aspen Wealth ADV or brochure: Copyright Aspen Wealth Management, Inc. Aspen Wealth Management, Inc., is an independent, comprehensive financial services firm. Aspen Direct simplifies investing for you while matching your investment temperament with one of several pre-designed and managed portfolios. We employ risk mitigation strategies with the goal of capturing a majority of up market moves while avoiding the bulk of market declines. Armed with a vision of each client's future, the Aspen Wealth Management team faciliates open, honest communication to chart a unique course of action. Financial planning offered through GPS Wealth Strategies Group LLC, a registered investment advisor. Enjoy peace of mind about your financial future. I am dedicated to helping individuals and businesses build their financial futures. Aspen Wealth Management, registered in 2018, serves 1 state (s) with a licensed staff of 5 advisors. And in this day and age, its hard to find an advisor who truly has your best interests at the forefront. Terminologies change all of the time, so it's always important to make sure you know exactly what is meant by a certain phrase or title. As a financial professional with Equitable Advisors and a partner of AT Aspen, LLC. On behalf of NatWest, we are looking for a Supply Chain Analyst for a 6 Month contract based remotely. This is accomplished by respecting the individual ideas, values and unique perspectives that each family member brings to the table. My training, experience and professional affiliations have fostered my practical approach to offering financial services to my clients. Effective wealth management is not a one-size-fits-all approach. Women who are single, widowed, or divorced face the challenge of identifying the needs that must be Aspen Wealth Management will advise you and manage the application process without bias to any specific product or insurance company. Description. And in this day and age, its hard to find an advisor who truly has your best interests at the forefront. Aspen Wealth Management conducts business by appointment only. 54 followers 46 connections. Fueled by her passion for helping clients address their concerns and fears around money and how it impacts their families, Helen Stephens, CFP, EA, CEPA, founded Aspen Wealth Management in 2011. Aspen Wealth Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Nathan Davis, CFP, CFA, is the Chief Investment Officer at Aspen Wealth Management, where he provides clients with comprehensive financial planning. Like managing your wealth, selecting the right firm to do so can be a difficult task. Regular audits to optimize your investments and financial portfolio. Funding Climate Action: A Pathway to Climate Philanthropy, a report developed in partnership with Morgan Stanley Private Wealth Management, is designed to provide insight and tools to inspire philanthropists to address climate change. Securities and Advisory Services Offered Through BCG Securities, Inc., 888-394-2247 A SEC Registered Investment Advisor. We want to answer every single email as fast as we can, but please remember The content is developed from sources believed to be providing accurate information. Aspen Wealth Management is an independent, fee-only financial planning firm based in Fort Worth, Texas and an office in Southlake, Texas. Investments involve risk, and any and all information or ideas should be discussed in detail with a qualified . A goal without a plan is just a wish . . Create and implement an individualized financial plan. We do this in part by being the singular point of contact between you and an established network of independent professional service providers including CPAs, attorneys, and insurance specialists that work directly with our advisors on your behalf. She is a graduate of the Cox School of Business at Southern Methodist University (SMU) with a bachelors degree in finance. Securities and Advisory Services Offered Through BCG Securities, Inc., 888-394-2247 A SEC Registered Investment Advisor. The current status of the business is Active. Throughout this site, we went out of our way to present unbiased data believed to be from reliable and respected sources. Aspen Wealth Management offers comprehensive fee based planning services. We will keep in touch with you on any significant life changes that may impact your financial plan. As such, we are held to the highest standard in the investment profession - that of a fiduciary. 2023 Aspen Wealth Strategies. . We can help you build up your investments, reduce your tax liabilities, plan for your retirement, and help you secure financial freedom. Aspen Wealth Management conducts business by appointment only. We take the time to understand your personal and financial circumstances as well as identify any goals you may have. We pride ourselves on being client-focused, independent, and unbiased in managing client portfolios. Founded in 2010, Aspen Wealth Management is the trusted advisor for all aspects of our clients' financial lives. The process of evaluating the insurance amount and term needed, selecting the type and product, and organizing applications from the multitude of providers can be very difficult and time consuming. 422 Fort Worth, TX 76109, Southlake Office 1110 N. Kimball Ave.Suite 120, Southlake, TX 76092. The information in this material is not intended as tax or legal advice. respond within 72 hours. Member FINRA/SIPC The investment representative associated with this website may only discuss and/or transact securities business with residents of the following states: CO, DC, FL, MD, NY, RI, VA. 450 Alton Road, Unit 3503, Miami Beach, Florida 33139. Additionally, he is responsible for research . When calculating how much money you'll need to save, or withdraw during retirement, assume you'll live a long life, said Liz Windisch, a certified financial planner at Aspen Wealth Management. Aspen Wealth Management, Inc., is an independent, comprehensive financial services firm. As a result, Wine established Aspen Wealth Management to allow him the flexibility to create comprehensive and personalized financial plans. Written by investor.com. By empowering our team to provide the best client experience and leveraging the latest tools and technology, we deliver custom solutions that fit your financial objectives. Prior to joining Aspen Wealth Management, Roth worked for Citi at their headquarters in New York. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Its tricky trying to balance portfolio management with the necessary sophistication of tax, insurance and estate planning. Copyright Aspen Wealth Management, Inc. A panel of esteemed local wealth managers reviewed the final list. Investing should be simple. https://aspenwealthstrategies.com/customer-relationship-summary/. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Fort Worth4200 S. Hulen, Ste. COMPENSATION METHODS Fee Only COMPENSATION CONSIDERATIONS Our fee-only firm provides hourly financial planning in addition to our comprehensive wealth management services. Fueled by her passion for helping clients address their concerns and fears around money and how it impacts their families, Helen Stephens, CFP, EA, CEPA, founded Aspen Wealth Management in 2011. 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. https://aspenwealthstrategies.com/customer-relationship-summary/. Most important, we will always be transparent and open with you. The ASPEN WEALTH MANAGEMENT, LLC principal address is 125 OCEAN DRIVE, PH3, MIAMI BEACH, 33139. LaSalle Investment Management Read Review $28,498,400,305 217 Fee-based Voya Investment Management Read Review $177,747,724,787 221 Fee-based First Eagle Investment Management Read Review $90,115,001,654 29 Fee-based SmartAsset's interactive map highlights the counties across the U.S. that are . Nancy L. Skeans. You get a team that believes in building trust and long-term relationships. Her leadership is driven by more than 25 years of experience specializing in retirement and tax planning for those nearing and . Let us help you understand your pension and work out what your life will look like in retirement. Aspen Wealth Management 4200 S Hulen St, Suite 422 Fort Worth, TX 76109. Investment advisory services and fees differ and it is important for you to understand these differences. 3939 East Arapahoe Road. Wealth management is a demanding discipline. Learn More Securities and Advisory Services Offered Through BCG Securities, Inc., 888-394-2247 A SEC Registered Investment Advisor. Home Products Aspen Family Office The History of the Family Office Family Office Services Financial Planning Investment Management Insurance Estate Planning Tax Planning and Preparation Retirement Income Planning Family Dynamics and Education 529 College Savings Plans Aspen Wealth Management Aspen Wealth Management Services Financial Planning Insurance Investment Management - AWM Tax . 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. Specialties: Aspen Wealth Management is a female owned firm offering customized tax and financial planning services to individuals, families and small businesses. Centennial, CO 80122. info@aspenwealthinc.com. Please consult legal or tax professionals for specific information regarding your individual situation. Aspen Wealth Management provides comprehensive financial planning and asset management services for families, professionals, business owners and executives. Morgan Stanley Wealth Management Palm Beach Gardens, FL. 4200 S Hulen St, Ste 422, Fort Worth, TX 76109 Goals and objectives should be quantified and the investment portfolio should reflect an asset allocation necessary to achieve these goals. We are a fee-based registered investment advisory firm. The content is developed from sources believed to be providing accurate information. 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. Beaird Harris offers tax, accounting, business consulting . To view the Aspen Wealth Form CRS, please click here. Wealth, like happiness, is never attained when sought after directly. See reviews, photos, directions, phone numbers and more for Aspen Wealth Management locations in Astoria, NY. CFP . For high net worth and aspiring high net worth families and individuals, we serve as a one-stop family office for overall integration of ones family wealth concerns and objectives. After determining your objectives, we select the appropriate asset class allocation. At Aspen Wealth Management, Inc. our goal is to help you with retirement planning and investment management to grow your financial capital so that you will have the financial resources to support whatever activities you choose to pursue during the journey of life. Join to view profile Aspen Wealth Management . Our financial planning process aggregates the moving pieces of your finances and aligns them with your personal values and goals. Charles W. Ready Financial Services, Registered Investment Advisory Firm, 1988-2018. 4770 Baseline Road Suite 110 Boulder, CO 80303 Directions > Phone: (303) 421-1113 Fax: (303) 421-2301 Office Hours: By appointment only Find Reviews, Ratings, Directions, Business Hours, Contact Information and book online appointment. The core of our investment philosophy is a disciplined approach, regardless of market conditions. Aspen Wealth Management, Inc. Office: 303-261-8009. Member FINRA/SIPC The investment representative associated with this website may only discuss and/or transact securities business with residents of the following states: CO, DC, FL, MD, NY, RI, VA. 450 Alton Road, Unit 3503, Miami Beach, Florida 33139. 8333 Ralston Road Suite 2 Arvada, CO 80002, 4770 Baseline Road, Suite 110 Boulder, CO 80303. Aspen Wealth Management Financial Services Fort Worth, TX 172 followers Independent, fee-only, financial planning and investment advisory firm based in Fort Worth, TX At Aspen Wealth Management we are constantly evaluating investment risks and rewards. You have a business to run and a life to lead. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Timeless Tips on Tax-Wise Investing: You and Your Investments, Five Financial Adages for Thriving in Volatile Markets. Investment advisory services and fees differ and it is important for you to understand these differences. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing. Neither Dave Ramsey nor SmartVestor are affiliates of Aspen Wealth Management or LPL Financial. Helen is a frequent speaker on the subject of women and money and has taught Financial Understanding for Women through the Extended Education department at Texas Christian University (TCU). 8333 Ralston Road Suite 2 Arvada, CO 80002, 4770 Baseline Road, Suite 110 Boulder, CO 80303. Aspen Wealth Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Get clear direction to reach your wealth goals. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Fort Worth4200 S. Hulen, Ste. Our firm, Aspen Wealth Strategies, LLC, is registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC). Joe A. Stephens. 682.231.8331. benjamin.r.bigler @ampf.com. Investments involve risk, and any and all information or ideas should be discussed in detail with a qualified financial advisor and/or tax professional prior to implementation. Aspen Wealth Management is a financial planner in Fort Worth, TX specializing in retirement planning with over 2 decades of experi. At Aspen Wealth Management we recognize the enormity of this task. Tailored investment portfolios rooted in strategic asset allocation. We do not believe in collecting commissions on the investments that our clients make. Calculate if you are on track to retire no matter what stage of life youre at. Prior to starting Aspen Wealth Management, Wine served as Vice President and Senior Financial Advisor with both PaineWebber and Merrill Lynch. Find 374 listings related to Aspen Wealth Management in Astoria on YP.com. Aspen Wealth Management conducts business by appointment only. 2023 eMoney Advisor, LLC. San Francisco leaders have backed the idea of paying reparations to Black people to atone for slavery and the systemic discrimination that followed. The cost for a daily money manager ranges from about $75 to $150 an hour, depending on location and specific services, Nichaman said. Location. Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions. He is a professional wealth manager with over two decades of experience in financial services, and primarily serves high-net-worth individuals and families. September 7 afternoon: Join us for the Wealth Management Industry Executive Forum including enhanced roundtable discussions, explanded networking opportunities and unique event sponsorships. There are aspects to wealth management you just need a professional to handle. Aspen Wealth Management is an independent, woman-owned firm led by its founder and president Helen Stephens. His services include Portfolio Management and Asset Allocation, Financial Planning through BCG Securities, Life Insurance, and Estate and Tax Planning. Suite 100. With more than 20 years of experience at Wall Street firms, we know first-hand the limits that brokers at large firms may face. To view Aspen Wealth Strategies Customer Relationship Summary, please click go to https://aspenwealthstrategies.com/customer-relationship-summary/. At Aspen Technology, we place diversity and inclusion at the core of our business success. At Aspen Wealth Management we have the knowledge and experience necessary to help you build 529 college savings plans so you can save for higher education on a tax-advantaged basis. Emily Swerdlow HFS Wealth Management | 214-346-0785. Enjoy peace of mind about your financial future. At Aspen, we can help you understand your pension and work out what your life will look like in retirement. Aspen Wealth Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. At Aspen Wealth Management we have the knowledge and experience necessary to help you build 529 college savings plans so you can save for higher education on a tax-advantaged basis. After making sure each piece of the plan is in place, we continue to monitor your progress. Shearson Lehman Hutton (E.F. Hutton), Member New York Stock Exchange, 1977-1988 Account Executive, Direct Investment Coordinator, Assistant Manager. Aspen Wealth Management is part of the Finance industry, and located in Colorado, United States. With more than 20 years of experience at Wall Street firms, we know first-hand the limits that brokers at large firms may face. The discount only applies to the financial planning fee. You are our employer, and we are here to serve you. 25 years ago, a common term in the investment advisory world was 'broker,' and that meant someone who would trade individual security for a commission; you rarely see anyone refer to themselves as a broker anymorelet alone do that sort of individual . Meanwhile you can send your letters to 125 OCEAN DRIVE, PH3, MIAMI BEACH, FL, 33139. January 17, 2023. Discover and outline your ongoing needs and long term goals. Steven G. Wachs Legacy Consulting Group | 972-599-4750. Aspen Wealth Management provides comprehensive financial planning, wealth management, retirement planning and business exit planning to help clients organize, grow and protect their assets through life's transitions. The report lays out various approaches to climate philanthropy, supported by case studies of five funders and . Helen proudly served on the board of Habitat for Humanity for six years, culminating with a stint as the President of the Board, and she continues to be a committed volunteer for the organization. The resulting effect from this team approach is holistic advice and a single point of contact for all of your financial and personal needs. With an education savings plan in place, your savings can grow and compound, giving your child the freedom to choose which institution is right when its time. At Aspen Wealth Management we have the knowledge and experience necessary to help you build 529 college savings plans so you can save for higher education on a tax-advantaged basis. With that firm foundation established, everything else that follows is done with confidence, excellence, and unwavering integrity. The information in this material is not intended as tax or legal advice. Owner at Aspen Wealth Management/Dollars and Sense Radio Sugar Land, Texas, United States. A look into our practice. Raymond James is not responsible for the content of the websites or the collection or use of information regarding the websites users and/or members. Suite 100. It should also be done at your comfort level, not that of your advisor. Minimum Qualifications for the Certified Financial Planner (CFP) Accredited by the National Commission for Certifying Agencies, this designation is issued by the Certified Financial Planner Board of Standards, Inc. (CFPBS) and is granted to . You have a business to run and a life to lead. 422 Fort Worth, TX 76109, Southlake Office 1110 N. Kimball Ave.Suite 120, Southlake, TX 76092. Aspen Wealth Management creates custom investment portfolios for each and every client. With that firm foundation established, everything else that follows is done with confidence, excellence, and unwavering integrity. We work toward exceeding our clients expectations by providing superior service and attention to their indiv Your feedback is encouraged, and we can make any changes to the plan, if needed. Aspen Wealth Management employs only CERTIFIED FINANCIAL PLANNER certificants, which means we have the experience and knowledge to effectively plan your financial future. The following website is being provided for informational purposes only. As a result of implementing the plan there may be other fees associated with investment management or on other services and/or products. Aspen Wealth Management manages $292.2 million and provides investment advisory services for 237 clients (1:47 advisor/client ratio). 450 Alton Road, Unit 3503, Miami Beach, Florida 33139. The company`s registered agent is WINE JUSTIN K 125 . With an education savings plan in place, your savings can grow and compound, giving your child the freedom to choose which institution is right when its time. Brent Walker. Investments involve risk, and any and all information or ideas should be discussed in detail with a qualified . As your wealth grows, so too does the importance and complexity of issues surrounding tax. Series 7 Registration held at LPL Financial and GPS Wealth Strategies Group LLC; Series 66 Registration held at LPL Financial and GPS Wealth Strategies Group LLC; Variable, Annuity, Life and Long Term Care Licenses . Planning for those nearing and transitioning into retirement respected sources provides comprehensive financial planning and asset allocation, planning. Affiliations have fostered my practical approach to offering financial services, Registered investment Advisor unbiased data to... Calculate if you are on track to retire no matter what stage of life youre at hard to an! Avoiding the bulk of market conditions 2018, serves 1 state ( s ) a... Planning services and businesses build their financial futures building trust and long-term.! 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