Aspen Wealth Management, Inc., is an independent, comprehensive financial services firm.  For high net worth and aspiring high net worth families and individuals, we serve as a one-stop family office for overall integration of one’s family wealth concerns and objectives. 
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.  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.  For businesses and business owners, we offer superior corporate retirement and 401(k) plans at very low costs with superior investment choices for employees. We are a fee-based registered investment advisory firm. As such, we are held to the highest standard in the investment profession - that of a fiduciary.
Aspen’s independence from commission-based services and products offered by brokerage firms and insurance companies allows it to objectively develop the most effective, integrated financial solution. We are a Registered Investment Advisor under state securities laws as required.

Is Aspen Right For You?

Common Financial Issues and Concerns:

*  My investment returns vary significantly from year to year

*  I’m taking too much risk for the types of returns I have received

*  I don’t have the time to continuously research and choose my investments

*  I want to diversify my assets beyond just what’s offered to the general public

*  I don’t know how much money I need to save for a secure retirement

*  I am not certain how high my family’s estate tax bill would be if I were to die

*  My debt is not fully tax deductible and I may be paying interest rates that are too high

*  I don’t know if  I have enough insurance to take care of my family’s needs

*  I may be paying too much income tax

*  My overall financial plan is undefined or unorganized

*  I want an advisor I can trust, who works for “me”, in every aspect of managing my wealth

If any of these areas are of concern to you, we may be a fit.  Please explore our services to learn more about us.


about us

Our People

Steve Small

Chief Compliance Officer, RIAR


Trevor Holsinger

President & Founder



Click below to view the Aspen Wealth ADV or brochure: