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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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Part of the Community

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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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

Heather Schreiber

Heather Schreiber

Tax and Social Security Expert

Josh Karasow

Josh Karasow

Annuity Specialist Denver, CO

Michele Schuh

Michele Schuh

Chief Operations Officer

Rachel Root

Rachel

Client Service Liaison

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