Pittsburg, TX Office

Aspen Creek Wealth Management serves individuals (including high-net-worth clients), business owners, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, retirement plan consulting, and standalone consulting services. The firm documents client objectives in individualized Investment Policy Statements and provides both one-time and ongoing advisory relationships.

The firm commonly implements diversified strategies using mutual funds, ETFs, equities, fixed income and, when appropriate through third-party managers, options and other tactical approaches; it employs multiple analysis techniques (fundamental, technical, charting and cyclical) and builds portfolios to match documented risk tolerances. Aspen Creek often acts as a manager-of-managers or co-provider, entering into tri-party agreements with outside asset managers and maintaining an investment committee to monitor third-party strategies.

Notably, the firm operates from an unusually large number of offices for a team-sized advisor and maintains formal outsourced CIO/co-provider relationships, with roughly $38.5 million in discretionary assets and an additional amount under advisement—features that distinguish it from many peers. A firm principal is also a licensed insurance agent and the brochure discloses that insurance products may be recommended and sold for commission, as well as fee-sharing arrangements with third-party managers, which the firm identifies as potential conflicts of interest.