Our Roots

Made To Be More Than Your Financial Advisor

You may have discovered us with a search such as “financial advisor near me,” but that doesn’t capture all that Aspen Wealth Strategies (AWS) has to offer. Our firm was born out of a strong desire to break down the walls of exclusivity that are common in the world of wealth management firms.

We believe that we have one employer: our clients. To deliver the best possible experience for them, we hire some of the brightest minds in the wealth management industry and empower them. Everything we do is done with excellence, integrity, and your success in mind.

The Team

As one of our clients, having access to a professional financial consultant or investment advisor is just the beginning. At Aspen Wealth Strategies, you get a team that understands how to leverage technology to customize services and integrate their talents to help you accomplish your financial goals.

Team Roles

Creating a financial plan that meets your goals and needs is a very focused and personal process but, to do it properly, requires a holistic and strategic approach—more than you could accomplish on your own or from a single financial advisor. Aspen Wealth Strategies taps into the knowledge and insight of our entire team to provide a level of service that’s hard to find elsewhere, regardless of whether they are fee-based or fee-only investment firms. Learn more about the members of our team and how they work together to foster your success.

Raymond James Supports Our Aspen Process

We put the needs of our clients first. And because of that, our team chose to affiliate with Raymond James Financial Services because they, too, are dedicated to our clients’ best interests.

Raymond James’ back of office support and client service, combined with award-winning research, continuous financial stability, and a comprehensive array of resources and expertise, help ensure we have everything we need to assist you in all aspects of your financial life.

Commitment to outstanding service has been Raymond James’ guiding tenet since the firm was first established in 1962. Its culture of independence and tradition of support help us provide our clients with the objective, informed recommendations and individualized, thoughtful advice they expect and deserve.

Investments are a means to an end, whether the goal is a comfortable retirement, a grandchild’s education or a legacy for future generations. That’s why we have chosen to work with a firm that believes in our approach to focus on your goals, not transactions.

Raymond James by the Numbers

Approximately 10,000 associates worldwide

Approximately 7,500 financial advisors

More than 3,000 locations (United States, Canada & Abroad)

More than 3 million client accounts

Approximately $727 billion in client assets

Giving Back

As a Denver wealth management firm, we care deeply about making a difference in our local and global communities and strengthening the relationships we’ve built within them. Each year, we devote at least 60 hours to accomplishing this goal.

Are You On Track
For Retirement?

Here at Aspen, we utilize cutting-edge financial planning software to analyze your plan’s probability of success. Whether you’re at the beginning of your career, still working, or have already retired, we want to make sure that you’re on track to meet all of your goals – whatever they may be. The first step in doing so is establishing a financial plan.

See If You’re On Track For Retirement

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