Wealth Manager, RJFS
8333 Ralston Road, Suite 2
Arvada, CO 80002
Joel Faircloth has built his career through formal education, working for some of the top firms in the country, and by challenging convention. He brings an extensive breadth and depth of experience in the financial services industry and has worn many hats—operations, client service, compliance, trader, marketer, writer, trainer, and investment manager. Joel is a seasoned investment manager, strategist and leader. He believes in the idea that one person or a group of like-minded people can help change an industry, and this is what led him to Aspen Wealth Strategies.
Joel and Andy have formed a strong bond through their shared values of innovation and client service in the financial services industry. Joel challenges himself and his team to grow their business by creating models for risk management, either buy & sell disciplines, and utilizing emerging technology. When all clients are treated like large-scale investors, it creates scalability and the same opportunities for all clients at Aspen Wealth Strategies.
Joel’s specialties include investment management, asset allocation and selection, security trading, trading platforms, marketing, operational efficiency, training and employee development, and succession planning. Joel holds a Bachelor’s Degree in History from Thomas Edison State University and an MBA from Villanova University. He hold his Series 7, 24, & 66 securities licenses.
Joel lives in Arvada, Colorado, with his wife Elizabeth and their three sons.
Joel’s 5 Favorites
The Shawshank Redemption
A good, well-prepared steak
The Big Short
by Michael Lewis
Watching his three boys growing up
Hiking the Camino de Santiago from France through Spain
Your Wealth Manager will synthesize Your planning strategies and goals, Constructing a strong foundation for Your Investment Portfolio. They are:
- To collaborate with you and your advisor to integrate your investment strategies with a risk level you are comfortable with
- To scrutinize all of the investments you hold and present well-formulated recommendations for your continued growth opportunities and security
- To be responsible for tax considerations in your portfolio, including tracking potential capital gains distributions from mutual funds, and capturing any tax losses when appropriate
- To rebalance and trade your portfolio when conditions warrant
Efforts and Courage are not enough without Purpose and Direction.John F. Kennedy