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.
Keywords: Investment Management, Financial Planning, Retirement Planning, Social Security Strategies, Estate Planning
Interview Q&A
How long have you been in business?
0
What is your primary product or service?
Investment Management
Financial Planning
Retirement Planning
Social Security Strategies
Estate Planning
Social Responsible Investing
Which areas do you service?
"We are registered to sell Securities in the following states: AZ, CA, CO, CT, DC, FL, KS, MA, ME, MD, NH, NY, NJ, NC, NV, RI, SC, VT, VA
We are licensed to sell Insurance Products in the following states: AZ, CT, IL, MA, ME, MI, MO, NH, NY, NJ, NC, OH, RI, SC, TX, UT, VT"
Who owns your company or runs daily operations?
Eric Jansen
What are your hours of operation?
M-F, 8:30-4:30