Who are we?
At Aspen Ridge Wealth Management, LLC., we see ourselves as part of a living, thriving ecosystem, much like the interconnected aspen trees.
Just as each tree in an aspen grove is part of a larger organism, connected by shared roots, we believe financial success grows from strong, symbiotic relationships.
We are here to grow together with our clients, nurturing a collaborative partnership built on financial empowerment, trust, transparency, and shared goals.
Mission
Empowering people to navigate their unique financial landscapes with confidence and purpose.
We provide personalized, transparent, and impactful financial advice, fostering meaningful relationships that transform financial well-being into a source of empowerment and growth.
Vision
We aim to be your trusted partner on your path to financial independence.
We envision a world where everyone has the knowledge, resources, and support to make informed financial decisions, enabling them to live enriched lives, contribute to societal well-being, and leave enduring legacies.
Our philosophy
Our practice is driven by a specific investment focus supporting a select set of clients.
We strive to be candid, competent, and accessible. Ready to help support you in answering your questions and achieving your goals. We focus on what’s important to you while providing insight and direction from years of experience with a broad variety of clients.
We utilize a laddered investment strategy that includes broad diversification and trend-based focus modeling elements that impact consumer behavior and business growth. We actively manage the accounts with multiple client reviews per year designed to help you achieve your specific goals and objectives.
We believe that long-term investment success stems from the fundamentals – asset allocation, diversification, and risk management. No gimmicks, no agenda, and nothing we are trying to sell – just candid, thoughtful advice. We offer a personalized service and are enthusiastic about spending time to counsel, teach, and work directly with each person.
Our core mandates are our clients’ principles and values, and we aim to add value to their daily lives by building uplifting and transparent partnerships.
Meet
Your trusted advisors
Todd Sirrine
Hi, I’m Todd Sirrine. I’m an advisor at Aspen Ridge Wealth Management, LLC with 30 years of business and financial services experience. I specialize in risk management, investment analysis, and financial planning.
For most of my early career, I worked with Citigroup in its mergers and acquisitions area, and I had numerous international assignments that gave me a solid understanding of people, opportunities, companies, and cultures.
I use that experience daily to help others make better decisions about investments and financial planning; I have BS and MBA degrees in Business, Finance, and Information Technology, as well as a FINRA Series 65 securities registration.
As an independent Fiduciary, I represent the exclusive interests of my clients in meeting their financial goals and objectives using the endowment model that is core to the Aspen Ridge Wealth Management, LLC philosophy.
When I’m not working with clients, I enjoy spending time with family, traveling to interesting places, admiring classic cars, and growing giant pumpkins.
Jake Oyler
Hello! I’m Jake Oyler, a financial advisor at Aspen Ridge Wealth Management, LLC. With an extensive background in finance and client-focused service, I understand that financial well-being affects many factors in our lives. I believe the financial process is personal, and I strive to assist clients by building truthful and transparent relationships.
My experience allows me to help clients take the necessary steps to achieve their financial goals without compromising their lifestyle. As an independent fiduciary, my role is to meet clients where they are and customize their financial plans to help them get to where they want to be, considering their risk preferences, time horizon, and financial goals.
I hold a Bachelor of Science degree in finance and a FINRA Series 66 securities registration. I also have a Utah Life and Health/Accident Insurance License focusing on living benefits life insurance.
Outside of my work as a financial advisor, my family and I enjoy riding ATVs, hiking in the mountains, viewing wildlife, spelunking in caves, and watching and playing sports.
We work with one of the world’s largest and most well-known investment banks, Charles Schwab.
Working with Schwab offers a unique and valuable experience, providing clients access to various financial resources, expert advice, and innovative tools to help manage and grow their wealth. They offer a transparent fee structure, extensive educational materials, and a user-friendly platform, making it easier for clients to make informed financial decisions. With a strong reputation for reliability and a commitment to excellence, Schwab stands out as a trusted partner in the financial industry.
Dive into a world of possibilities. Contact us and let us help you make the most of your financial future!
