The Aspen Wealth Difference
In order to help you reach your goals, whether that be saving for retirement, education funds for your children, or establishing a charitable foundation, we start by getting to know our clients so that we can build the best roadmap to achieving those goals. We execute a discovery process that helps us to understand where you are in your financial life, and what’s important to you and your family. What are your big goals? What is the purpose of your money?
Aspen Wealth Strategies News
We are excited to announce that Joel Faircloth our President of Wealth Management & CEO was asked by PIMCO investments to serve a three-year term on their Advisory Board. Joel is very passionate about building portfolios that meet our clients planning objectives and risk profiles. Our team here at Aspen Wealth and our clients both know their portfolios are in good hands. It is nice to see a company like PIMCO that manages over 700 Billion Dollars to feel the same way. Joel, we are very proud of you.
Our mission at Aspen Wealth Strategies is to help people develop investment strategies and goals to realize the true purpose of their wealth. We take the time to fully understand your questions and concerns then build a customized plan using our proprietary strategies. Our results-oriented advisors have helped our clients invest in their family’s futures, build better communities for their friends and neighbors, and travel the world. We believe wealth is more than just a number on a statement and we look forward to understanding what wealth truly means to you.
Andy McClaflin, AAMS®, CRPC® Chairman & Founder, AWS
Wealth Advisor, RJFS
I grew up in a small town in Kansas where your word is your bond, and trust and hard work mean everything. When I was young, my parents had a Financial Advisor in town that embodied these traits. He worked hard developing a plan and recommending sound investment strategies to help them accomplish their goals. In fact, he inspired me to pursue this industry. Helping people, like my parents, plan for a good retirement and accomplish their goals is my passion.
You may not be aware that a single Aspen tree starts an entire grove. I founded Aspen Wealth Strategies with the purpose to provide individual investors with purpose and a direction for their wealth. Some of the families we work with started from humble beginnings, but we have helped them save, invest, and build an affluent legacy that will last for many generations. Other clients may have started with wealth, and we have helped them to structure their portfolios to maximize growth and realize their goals. Perseverance, dependability, and longevity are characteristics that we derive from the Aspen tree. Along with these, we embrace integrity and drive assimilating all of these characteristics into our work every day.
We are constantly striving and searching for ways to be better, enhance the client experience, and empower you to be in control of your wealth’s purpose. You will see in the following pages how hard we are willing to work to bring the same services to you that are typically reserved for the ultra-wealthy. We believe that everyone who has saved and built a nest egg deserves access to an entire team of professionals dedicated to helping them discover and achieve their financial goals.
I hope you enjoy this introduction to Aspen Wealth Strategies. We look forward to getting to know you and helping you to discover how to reach the true purpose of your wealth.
My very warmest regards,