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An independent investment advisor acting as a fiduciary on a fee-only basis. 

Experience:

  • Independent Registered Investment Advisor from 2015 to the present

  • Chartered Financial Consultant from 2007 to 2022

  • Chartered Life Underwriter from 2007 to 2022

  • Certified Financial Planner from 2008 to 2022

  • Manager of Arizona Federal Credit Union’s Life, Disability, and Long Term Care Insurance                    Department 2007-2013

  • Manager of Arizona Federal Credit Union’s Financial Advisors 2009-2013

  • Board Member of the Greater Phoenix Society of Financial Service Professionals 2014 and 2015

  • First Credit Union Supervisory Committee from 2016 to 2020 (Chair from 2018 to 2020)

 

Client accounts totaling between $1,000,000 and $5,000,000 are managed for an annual 1.50% fee.

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Client Understanding PDF

CONTACT

2700 South Woodlands Village Boulevard 300-195, Flagstaff, AZ, USA

cd@aspentrailwealth.com

ADV Disclosures

Part 2A
Part 2B
Wrap Fee Brochure

Financial advisor, Wealth management services, Personal wealth management, Private wealth manager, Wealth manager, RIA investment, Fee-only financial planners, Retirement planning, Investment advisory firm, Financial advisory firms,  Financial planner, Wealth management group, Estate planning, asset management, financial wealth manager, investment management, flagstaff, arizona, az

Aspen Trail Wealth Management, LLC is an investment adviser registered with the State of Arizona. The information provided on this website is for informational purposes only and should not be construed as investment advice. All investments involve risk, including the possible loss of principal. Past performance is not a guarantee of future results. Any reference to specific securities or other financial instruments is for illustrative purposes only and does not constitute a recommendation or advice to buy, sell, or hold such securities or instruments. Aspen Trail Wealth Management, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. The information contained in this website does not constitute a solicitation to buy or sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Aspen Trail Wealth Management, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. For information pertaining to the registration status of Aspen Trail Wealth Management, LLC, please contact the State of Arizona Securities Division. Any testimonials or endorsements contained on this website do not constitute a guarantee, warranty, or prediction regarding the outcome of your investment. Use of any information obtained from this website is at your own risk.

©2023 by Aspen Trail Wealth Management, LLC

Financial advisor, Wealth management services, Personal wealth management, Private wealth manager, Wealth manager, RIA investment, Fee-only financial planners, Retirement planning, Investment advisory firm, Financial advisory firms,  Financial planner, Wealth management group, Estate planning, asset management, financial wealth manager, investment management

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