Aspen Leaf Wealth Management, PBC

Aspen Leaf Wealth Management, PBC provides fee‑only discretionary investment management and integrated financial planning to individuals, families, trusts, and small‑business retirement plans, including 401(k) consulting for employers. The firm offers wealth management (combined investment management and planning) and standalone asset management relationships, with most accounts managed on a discretionary basis.

The firm emphasizes a strategic, asset‑allocation approach that relies on historical data (rate of return, standard deviation, correlation, cost and turnover) and generally avoids tactical market‑timing or sector rotation. Portfolios are predominantly constructed with ETFs and incorporate specialized ESG screening software that favors higher ESG scores, while custodian and technology integrations support rebalancing, tax‑loss harvesting, and ongoing portfolio monitoring.

Distinctive features in the brochure include Aspen Leaf’s legal structure and operating commitments as a Public Benefit Corporation and Certified B Corp, and explicit discussion comparing historical risk and return for ESG‑screened portfolios to conventional portfolios—language that reflects the firm’s use of modeled or hypothetical performance comparisons. The firm also discloses that it is strictly fee‑only (no commissions or referral compensation), does not routinely vote client proxies, and makes use of custodian‑provided advisor technology and integrations as part of its service model.