Aspen Wealth Strategies, LLC
Aspen Wealth Strategies, LLC is a SEC-registered investment adviser headquartered in Denver, Colorado. The firm specializes in financial planning and investment advisory services for individuals and families, with a focus on helping clients achieve specific retirement and wealth goals. Aspen Wealth Strategies, LLC utilizes robust financial planning tools and offers personalized investment strategies to its clients. The firm’s team includes financial advisors and support staff dedicated to serving clients primarily in Colorado and across the United States.
Investment Strategy
Aspen Wealth Strategies, LLC offers individualized financial planning and investment advisory services. The firm's approach emphasizes custom portfolio construction, asset allocation, and retirement planning aimed at maximizing returns while minimizing risk. Aspen utilizes goal-oriented strategies, leveraging technology for probability-based financial forecasting, and selects portfolios tailored to each client’s financial goals, risk tolerance, and time horizon. The firm stresses diversification and risk management, and periodically reviews client circumstances to adjust investment strategies as needed. They provide clients with ongoing advice and transparent communications to ensure alignment with long-term objectives.
Top Holdings
Equity Positions (82)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 11.99% | $19.9M | 32,024 | $487.07 | $620.90 | +$2.1M |
S SCHG | SCHWAB STRATEGIC TR | 11.40% | $18.9M | 647,044 | $14.28 | $29.21 | +$2.7M |
V VTV | VANGUARD INDEX FDS | 10.69% | $17.7M | 100,364 | $147.78 | $176.74 | +$638.3K |
M MOAT | VANECK ETF TRUST | 10.54% | $17.5M | 186,319 | $84.73 | $93.79 | +$734.1K |
I IEFA | ISHARES TR | 5.30% | $8.8M | 105,245 | $71.92 | $83.48 | +$1.3M |