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Aspen Financial Management, Inc.
       
 
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Aspen Financial Management, Inc.
 
 
Overview: 

Aspen Financial Management is a fee based Registered Investment Advisory firm that prides itself on unparalleled service. We are committed to providing unbiased advice and prudent strategies for investing.  Our services are always tailored to your unique needs. We provide investment management, estate planning, retirement planning, risk management and insurance services. Our fee based approach allows us to serve you without compromise. We do not work on a commission basis, nor do we benefit from recommending any particular course of action for your investments.

We live in a world ripe with financial opportunities, offering a myriad of investment avenues to pursue. While each may promise the potential for reward, a singular and narrowly defined investment approach may be limiting. Selecting the right combination of these opportunities is the challenge.

Achieving financial success is a complex and confusing process to even the most experienced investor - one that requires a significant amount of time, knowledge, and resources. Aspen Financial Management demands a different investment approach, one that elevates our clients' portfolio beyond one-dimensional product strategies and leverages the expertise of highly skilled professional investment managers.

Our services are designed to protect and increase your wealth by delivering the potential for superior returns, with an unprecedented level of personalized service and expertise. What distinguishes our program is its personal emphasis. We build around you - your goals, your time frame, and your tolerance for risk. As your needs change, our ongoing management process ensures that your investment portfolio evolves with you. Aspen Financial Management's philosophy is not a get-rich-quick strategy or "hot-tip" investment product. Instead, we employ a disciplined process that sophisticated institutional investors have followed for decades in managing their investments.

Your portfolio strategy begins with a personalized investment analysis, and then graduates through the portfolio construction process, in which asset classes and multiple style allocations are combined to meet your investment objectives. The result is a well-tuned, five-step asset management process designed to respond to your individual needs while also responding to the dynamics of capital markets.


 
 
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Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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