Broadcort Capital
History
White Aspen Capital was created after 10 years of working for the largest investment banks in the world, bringing with us the experience and expertise and leaving behind the bureaucracy of corporate investment banks.
Specialties
We are a boutique wealth management firm specializing in investment management and financial planning. We believe that you can live the life you have always wanted with proper planning and healthy financial habits. In order to help you on that path, we want to thoroughly understand what your goals and aspirations are in life. Once we have a grasp on who you are and where you aim to be, we will create a highly customized roadmap for you on how to get there. This roadmap is also known as a financial plan and will include all of the financial components unique to your individual situation. This may include reallocating your investment assets so that they are more efficient and work harder for you, educating you on important benefits such as Social Security and Medicare, putting a charitable process in place, and/or retitling your assets so that you and your family have maximum control over them.
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