Have peace of mind and
Never lose money again...
It's not just a strategy. It's personal.
The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.
We are Aspen Wealth Management, serving the Great State of Texas since 1999. We have more than 90 years of combined experience creating personalized retirement strategies for individuals, families, and Professionals. As an independent firm, we are not tied to proprietary products, nor are we limited to in the services we offer. Instead, we offer you the highest quality education on the choices available to you. We focus on building you the right strategy, meeting your risk tolerance and time horizon.
Create an investment strategy that's right for you.
Steps to consider, to pursue the retirement you want.
We look forward to helping you and your loved ones explore their financial goals.
Wherever that may be… As many of our clients have moved and relocated across the country – so have we! We have grown from one office in Sugar Land Texas to Dallas, Austin and San Antonio. But we have not stopped there. We now have annuity specialists in Denver, CO and South Florida to serve the growing needs of our clients. Whether you like the snow in the mountains of Colorado or the sand beaches of sunny Florida, we are there to serve you whenever and wherever you may need.
Curated articles, videos, and more for a financially savvier you.
Mutual Funds vs. ETFs
The Financial Literacy Crisis
From Boats to Brokers
Retirement and Quality of Life
4 Elements of an Estate Strategy
“Think only of the best, work only for the best, and expect only the best.”
- Michele Schuh
“We are what we repeatedly do. Excellence, then, is not an act, but a habit.”
- Aristotle – one of Emilie’s favorite quotes
Founder/CEO, Host of Dollars and Sense Radio
Chief Operations Officer
Annuity Specialist Denver, CO
In this ebook, you'll learn the critical elements of an estate strategy. Considering these crucial details may help an executor uphold your values, goals, and desires for your estate.