AspenCross Wealth Management - Wealth management for life's transitions.

AspenCross Wealth Management (“AWM”) is an independent, fee-based financial advisory and investment management firm founded in 2001. From our corporate office just outside of Boston, in the classic New England town of Westborough, Massachusetts, we serve a diverse clientele throughout the country that includes successful individuals, families and institutions.

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.

My Investment Portfolio

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