Aspen Wealth Management
Business Services · Kansas, United States · <25 Employees
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About
Headquarters
9300 W 110th St Ste 680, Overland Park, Kansas,...Phone Number
(913) 491-0500Website
www.aspenwealth.comRevenue
$5 MillionIndustry
Recent News & Media
No recent news or media
Who is Aspen Wealth Management
Aspen Wealth Management, Inc., is an independent, comprehensive financial services firm. For high net worth and aspiring high net worth families an d 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?Read more
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Frequently Asked Questions Regarding Aspen Wealth Management
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-a... Read More
