About Aspen Peak Wealth Management
Rooted in the intersection of financial expertise and educational passion, Aspen Peak Wealth Management offers a holistic, personalized approach to wealth management. Our team of seasoned educators-turned-financial advisors is adept at simplifying complex financial concepts into digestible insights that empower our clients to make informed decisions about their financial future. We know that the world of investment, along with its financial jargon, can be daunting. This is why we're committed to being your reliable guide, answering even your toughest questions with clarity and patience.
We pride ourselves on cultivating a comfortable, transparent relationship with our clients. We understand that trust and understanding are the bedrock of a successful client-advisor relationship, and our primary goal is to ensure that you feel at ease and informed throughout our discussions, regardless of the complexities of the financial landscape.
At the helm of our operations is Diane Watson, the owner, founder, and lead advisor of Aspen Peak Wealth Management. Diane is not just a licensed financial advisor but also a designated Certified Divorce Financial Analyst. This specialized certification equips her with the expertise to help clients navigate the often intricate financial aspects of divorce proceedings. With Diane's guidance, clients can make knowledgeable decisions that serve their best interests during and post-divorce.
At Aspen Peak Wealth Management, we believe in the power of personal relationships. We invite you to get to know us better. Let's build a lasting financial partnership that's crafted with your unique needs and goals at its heart. Embark on your wealth management journey with us today.
Diane Watson, CDFA®
With a robust background in both finance and education, Diane Watson leads Aspen Peak Wealth Management as a dedicated financial advisor and wealth manager. Drawing from personal experiences, she is deeply committed to guiding clients towards financial security, especially those navigating the complexities of divorce or establishing a business.
Previously a math teacher, Diane identified a critical gap in financial education and decided to bridge it. Today, she leverages her rich blend of expertise to help clients understand the nuances of budgeting, investing, and financial planning.
When not steering clients towards financial freedom, Diane, a passionate sports enthusiast, enjoys exploring the outdoors with her family and their collie, Ariel.
Lauren Johnson, Client Services Specialist
From the very beginning, Lauren has been an integral part of the Aspen Peak Wealth Management team as our Client Services Specialist. Transitioning from a decade-long career in English teaching to the financial services industry in 2015, she combines her educational background with her role in finance.
In her pivotal role at Aspen Peak, she handles new account paperwork and transfers, and is a key player in the client onboarding process. With her warm personality, Lauren is always ready to assist clients and appreciates the individuality of every financial journey.
Lauren, an alumnus of the University of Oklahoma and Adams State University, Colorado, likes to unwind with Les Mills workouts and engrossing mystery thrillers when away from her desk.
Our Philosophy
At Aspen Peak Wealth Management, we go beyond traditional services, meeting you at your unique financial position and guiding you towards your goals. Our team, skilled in divorce financial settlements, Social Security analysis, and Medicare, brings fresh perspectives and strategies to your wealth journey. We believe in empowering you through financial education. Your success is our success!
Certified Divorce Financial Analyst®
Divorce proceedings can be complex and emotionally taxing, making an equitable financial settlement challenging. As Certified Divorce Financial Analysts®, we specialize in ensuring you achieve the most favorable financial outcome.
Social Security Analysis
Deciding when to start drawing Social Security benefits can be confusing. We're here to answer your questions and make the process transparent, ensuring you optimize your benefits as part of your overall retirement strategy.
Medicare Assistance
Understanding Medicare can often be as perplexing as understanding Social Security. We're committed to answering your questions and guiding you through the Medicare process.
Small Business Assistance
We're adept at navigating the ever-changing small business landscape and the challenges it poses. We stay updated with legislative changes to provide timely advice as your business evolves.
Crafting Your Financial Future with the Backing of a Global Powerhouse
Aspen Peak Wealth Management is a proud member of the Belpointe ecosystem, which expands our ability to offer customized financial and investment solutions to clients of nearly any size and complexity, including individuals and families, as well as corporations, private trusts, nonprofits, pension plans, private funds, and other institutions. Members of the Belpointe ecosystem embrace the craft of financial management and continually seek to innovate within the financial industry.
Let's Build Your Financial Future Together
Start charting your path to financial independence with Aspen Peak Wealth Management today. With our specialized services and tailored strategies, we’re dedicated to guiding and educating you every step of the way.
