Broker Check

Our Core Values

At AspenCross our Core Values guide every action we take as individuals and as a firm. They determine how we serve clients, reward and hire employees, and make strategic decisions.


We believe operating a sustainable wealth management firm is not just about offering socially responsible investment options for our clients, it’s about applying a framework to decision-making that ensures sustainability is an integral part of who we are and what we do each day. It’s about balancing profits, people and planet. It’s about encouraging community involvement and giving back.


As fiduciaries, we put our clients’ best interests ahead of our own. We know that trust must be built over time and can be lost in an instant. We are ethical, honest, and worthy of the trust placed in us as individuals and as a firm. We foster a work ethic that is thorough, responsible, accountable, loyal, and dependable. We communicate with openness, clarity, honesty and thoughtfulness at all times – with ourselves, with our clients, and with all of our stakeholders.


Our primary asset is our people. The solutions we deliver are the sum of our collective talents, and we believe the best results stem from integrating a mix of perspectives, knowledge, and experiences. We want each individual in our firm to feel involved, heard, and appreciated as an important member of our team. We are supportive, positive, and caring, seeking to create an enjoyable work environment.


We do what is right, we hold ourselves accountable for what we do and say, and we confront reality, even when it’s hard. We behave in a way that earns the trust and respect of our clients and co-workers, and enhances the reputation of our firm. We respect our clients’ privacy and take great care in safeguarding personal information that has been entrusted to us. We focus on finding solutions and achieving results.


We provide a warm and welcoming professional experience to everyone we serve. We are focused and committed to excellence, and maintaining high standards in all that we do. We are committed to getting better every day as individuals and as a firm. We respond to the requests of others in a timely, professional manner. We are aware of how we professionally represent the AspenCross brand. We encourage involvement in professional organizations and contributions to our industry.