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Planning, Investing, Income & Lifestyle Management


AspenCross Wealth Management is an independent, fee-based financial planning and investment management firm singularly focused on helping you learn how to best use your money to improve your life and the lives of those around you.

Whether you need direction on the best ways to save, invest, eliminate debt, grow your net worth, share your success, or simply get your financial life organized and on track once and for all, 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 to better understand how to invest my retirement funds to generate the income I need to live the retirement lifestyle I desire.

My Financial Plan

I want to feel more organized and in control of my money, make more informed financial decisions and live the life that I want. 

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.