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Planning, Investing, Income & Lifestyle Management


AspenCross Wealth Management is an independent, fee-based financial advisory and investment management firm focused on providing actionable advice and clear guidance in all areas of retirement planning.

Whether you need direction on the best ways to save, invest, and plan for achieving the retirement lifestyle you envision, or if already retired, how to get the most from the retirement assets you have, we can help. We offer both in-person and virtual planning services, depending on where you’re located and your personal planning preferences.

We simplify the complexities of planning and financial decision making so you can relax and focus on what really matters in life.

You are one click closer to a more confident future.

What Would You Like Help With?

My Investment Portfolio

I want to have an honest, open conversation regarding my investments, free from hidden agendas, commission-based solutions, and industry jargon.

My Retirement Income

I want my retirement funds to be able to generate the income I need to live the retirement lifestyle I envision.

My Financial Plan

I would like to get a better understanding of how to best utilize the resources I have to live the life I want, both today and in the future.

Who We Are

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What We Do

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What To Expect

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How We Think

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Helpful Content

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.