Aspen Leaf Partners

A Different Kind of Financial Planning

At Aspen Leaf Wealth Management, PBC, we believe financial planning should be personalized, sustainable, and transparent. We're not interested in pushing products or generating commissions - our focus is on building strong relationships and empowering our clients to achieve their financial goals.

Who We Serve

Our ideal clients are individuals in their 50s or early 60s who are:

• Serious about retirement planning and wealth preservation
• Want a professional to manage their accounts and take the guesswork out of investing
• Value sustainability and want to invest responsibly
• Seek fee-only advice, meaning no commissions or hidden fees

We also work with small businesses to optimize their retirement plans for employees.

What We Do

We offer a comprehensive range of services, including:

1. Sustainable Portfolio Management

• Customized portfolios aligned with your values using ESG (Environmental, Social, Governance) screening.
• Tax-efficient solutions to maximize your returns.
• Portfolio monitoring and rebalancing to ensure alignment with your goals.

2. Financial Planning

• Comprehensive financial plans tailor-made to your individual needs and goals.
• Detailed analysis of your income, expenses, investments, and debts.
• Development of a personalized roadmap to achieve your financial aspirations.

3. Holistic Wealth Management

• For clients with over $400,000 invested, we offer comprehensive wealth management services that include ongoing portfolio management and financial planning as a holistic approach to financial success.

Our Values and Beliefs

We believe in:

• Client-centered approach: We prioritize your needs and goals above all else.
• Transparency: We believe in open and honest communication about your finances.
• Sustainability: We advocate for investments that consider the environment and social impact.
• Integrity: We hold ourselves to the highest ethical standards and a fiduciary duty to our clients.

Join us on the journey to financial well-being!

We would love to learn about your financial goals and show you how we can help you achieve them. Please contact us today to schedule a consultation and discover the Aspen Leaf Wealth Management difference.