Colorado based, fee only advisory firm focused on tax-smart investing & financial planning.
Our typical new client is nearing retirement, is interested in reducing taxes, and has $750,000 or more to invest in an ESG portfolio.
Consider A Fresh Perspective
Align your investments to companies with strong environmental & social track records while eliminating the worst offenders.
Pair this with tax reduction strategies & a financial plan that allows you to sleep at night. That’s what we do for our clients.
Whether you currently work with a financial advisor or this is your first rodeo, our goal is to be your final stop.
Unique & fiercely independent
Small by design to allow for the time you deserve.
Advice from Certified Financial Planners®.
Fee-Only, no product sales or commissions.
Custody at Altruist Financial, LLC, an independent, tech-focused, non-publicly traded brokerage firm.
ESG investing isn’t a side project for us. It’s all we’ve done for more than a decade.
Visit Us
Our office is conveniently located off I-70 in Golden, Colorado. Can’t make it into the office? No worries, we’ve got you covered with video conferencing.
Work With Us
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Melissa Lessard
Operations & Client Service
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Greg Lessard, CFP®, ChFC®, CRPC®
Founder & Financial Planner
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Pete Pittman, CFP®
Financial Planner
“The folks at Aspen Leaf know how to tread the delicate line between sound investment and a sound social conscience. Plus they're affable! ”
— Greg H, Colorado
“I believe in the saying that if you want it done right, you need to do it yourself. However, this is untrue when it comes to Aspen Leaf Wealth Management. Greg takes extreme care with my portfolio. He is always on top of ways to grow my account and reduce tax burden when possible. I truly believe that there is no one more qualified, diligent, and knowledgeable about wealth management than Greg Lessard. ”
— Dave Y, New York
“I've been with Greg from his beginning & couldn't be happier with the job he's done for us. From account balancing to consistent growth, Greg has done a fantastic job for us. And he takes a joke well too! ”
— Greg G, Florida
Testimonials provided by Aspen Leaf Wealth Management, PBC clients. No compensation was paid for testimonials.