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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.

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OUR SERVICES

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.

Investment

Investment

Create an investment strategy that's right for you.

Retirement

Retirement

Steps to consider, to pursue the retirement you want.

Family

Family

We look forward to helping you and your loved ones explore their financial goals.

We're here for you!

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.

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Helpful content

Curated articles, videos, and more for a financially savvier you.

<p>Mutual Funds vs. ETFs</p>

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Learn More
<p>The Financial Literacy Crisis</p>

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.
Learn More
<p>From Boats to Brokers</p>

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Learn More

Complete to receive a FREE copy of my book, Dollars and Sense Manual for Retirement

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More information you can use

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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What our team has to say:

“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

Doug Horne

Doug Horne

Founder/CEO, Host of Dollars and Sense Radio

Michele Schuh

Michele Schuh

Chief Operations Officer

Emilie Taylor

Emilie Taylor

Creative Director

Josh Karasow

Josh Karasow

Annuity Specialist Denver, CO

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Take Steps Today to Manage Your Estate Tomorrow

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.
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