A Public Benefit Corporation
SUSTAINABLE INVESTING
Custom Portfolios Real Financial Plans Tax Optimization
Sustainable Investing Is Our Specialty
In fact, it's the only type of investing we offer. We started using ESG Screened investments that investors can feel good about before most people even knew about this modern approach to socially responsible investing.
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Our new clients are typically in their 50s or early 60s, want a professional to manage their accounts, are serious about retirement planning, and don't want to pay more taxes than they need to. We even work with corporations offering retirement plans to their employees.
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Advice We Offer
Model portfolios, custom ESG screened options, or for portfolios over $400,000 we can recommend individual stocks.
For households with more than $400,000 invested with us, this relationship combines sustainable portfolios + financial planning.
For companies with 5-100 employees, we can advise on account types, plan features, ESG funds, and DOL rules.
SHARED
VALUES
We care about climate change, racial injustice, healthy communities, and fair workplace compensation.
As a verified Certified B Corporation & Public Benefit Corporation, we hit high marks for social & environmental performance, transparency, and accountability.
CFP® PROFESSIONALS
Our advisors have completed 900 hours of coursework, passed a comprehensive exam that has a 40% failure rate, and committed to a code of ethics.
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According to the CFP Board and FINRA statistics, only 14.2% of financial advisors hold the CFP® Certification.
FEE-ONLY ADVICE
Don't fall for the common "fee-based" label. Sounds good, but it means they still sell products. This often compromises advice.
Fee-only means no commissions from product sales or hidden investment 12b-1 fees. Fee-only advisors are compensated solely for advice.
UNIQUE
PRICING
For households that invest more than $400,000, our advice covers both the portfolio and your financial plan. We refer to this level of service as wealth management.
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By comparison, most advisory firms charge more than us just to manage a portfolio.
Why Choose Us
Founder & Financial Planner
Greg Lessard, CFP®, CRPC®
I've lived in Colorado all my adult life. I started Aspen Leaf Wealth Management, PBC in 2013 after years of working for firms that focused on product sales. I wanted something of my own that was more appealing to clients as well as professionally fulfilling. The freedom of running my own advisory firm with a sustainable investing niche has been incredible.
I'm married to a beautiful wife who makes what I do possible. We have two little girls I that love beyond words. When I'm not at work, you can find me somewhere in the mountains mountain biking, skiing, rock climbing, and camping.
See you out there!
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Let's Discuss
Your Portfolio
Fill out the form or call us to
tell us about why you're seeking advice.
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Service Areas:
In-person for greater Denver or via video conference for folks that live far away.
14143 Denver West Pkwy, Ste 100, Golden, CO 80401
720-593-4660