625 Kenmoor Avenue SE,,
Your Dreams ~ Our Team
At @Aspen, LLC., we believe every client is unique. Simply put, tell us your story and tell us your goals. We will work together to build the roadmap to get you and your family there.
At @Aspen, LLC we offer:
Please give us a call to schedule your complimentary consultation at 616-575-3518.
@Aspen offices are headquartered in Michigan with offices in Grand Rapids, Troy, Farmington Hills, Rochester and Port Hurton, and enthusiastically serve clients across the country. It is important to understand your financial options based on your personal needs. As a financial professional with Equitable Advisors and a partner of At Aspen, LLC, I am dedicated to helping individuals and businesses build their financial futures. We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Only then do we work with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision for tomorrow. It’s about helping you build a fulfilling future, your way.
OVER 1 BILLION DOLLARS OF ASSETS PLACED UNDER MANAGEMENTEach dollar is a testament to the trust that our clients have in us, which we do not take lightly. Our goal is to continually keep that trust by knowing our clients, their needs, goals, and risk tolerance.
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
After listening carefully to you, we utilize state of the art tools and strategies to develop an individualized plan. Your plan provides a foundation to help you create, protect, and transfer your individual, your family, or your businesses’ wealth.
Together we will develop a well-thought-out financial plan and base investment decisions around that plan. There will be times when you are nervous about the latest financial crisis and will start to question if you are on the right path. This is when the value of working with @Aspen will be reinforced.
We use an unbiased approach to the investment universe by completing an analysis of your current portfolio to provide you with comprehensive portfolio recommendations that are aligned with your expectation of risk and return. We utilize a variety of investment platforms.
We identify and quantify your various financial risks to develop insurance based solutions for your specific goals. We explore intergenerational wealth transfer, estate conservation, and charitable gifting opportunities.
Our goal is to assist you in navigating the complex arena of employer benefits. These include health care, disability, and retirement plans.
In 2022 I earned the Credentialed Holistic Financial Coach, issued by Columbia University’s Coaching Center of Excellence. Coaching guides my clients on the journey to pursue their best lives by getting them from where they are to where they want to be.
We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.
We are a full-service wealth management firm committed to helping people pursue their financial goals. [We/I] offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.
Retirement Planning Specialist
1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.