Aspen Leaf Wealth Management
Socially Responsible Investing & Holistic Financial Planning
SOCIALLY RESPONSIBLE INVESTING IS OUR SPECIALTY
We believe investors can create a better world by questioning the status quo of conventional portfolio construction. Consciously designing a Socially Responsible Investing (SRI) portfolio rewards investors with competitive returns while simultaneously creating positive, measurable impact on both the environment & social progress. That's what we do.
Our clients want to know that their investment dollars are aligned to their values as well as their big picture financial plan. If that sounds like what you're looking for, we invite you to explore our site. Reach out using the Contact link above to initiate a no strings attached conversation.
OUR SERVICES
We combine investment management and financial planning into a single service referred to as Wealth Management.
SOCIALLY RESPONSIBLE INVESTMENT PORTFOLIOS
Invest like you give a damn! Our portfolios are built with low cost, tax efficient investments. Choose from our low carbon "ESG" model, go fossil-fuel free, or work with us to custom build your perfect portfolio.
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HOLISTIC FINANCIAL PLANNING
Get organized with a holistic financial roadmap! As CERTIFIED FINANCIAL PLANNER™ professionals, we've been rigorously trained in 72 areas of financial expertise, accrued thousands of hours of required experience, and passed a comprehensive exam.
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