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Angeles Wealth Management, LLC

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Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced

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Elizabeth R

CFA®, Series 63

New York, NY

Angeles Wealth Management, LLC

Elizabeth Rogers is a CFA® charterholder with 15 years of industry experience. She is currently with Angeles Wealth Management, LLC and has previously worked at Ellevest and various JPMorgan entities. Angeles Wealth Management provides discretionary portfolio and wealth management, as well as financial planning, primarily for high-net-worth individuals, charitable organizations, and corporations. The firm acts as a manager-of-managers, integrating model portfolios, third-party managers, and alternative investment strategies, including private funds and affiliated vehicles.

Private / alternative investments Wealth management Tax-loss harvesting Founder/Business Owner Executive
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Elizabeth W

CFP®

New York, NY

Angeles Wealth Management, LLC

Elizabeth Wohlforth is a CFP® affiliated with Angeles Wealth Management, LLC, where she has worked since 2019. She previously spent three years at Bridgewater Advisors. Angeles Wealth Management provides discretionary portfolio and wealth management and financial planning primarily for high-net-worth individuals, charitable organizations, and corporations. The firm acts as a manager-of-managers, allocating client assets to model portfolios and third-party investment managers, with an investment program that includes private funds and alternative strategies.

Private / alternative investments Wealth management Tax-loss harvesting Founder/Business Owner Executive
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