Greg Lessard CFP CRPC

I founded Aspen Leaf Wealth Management to offer clients advice that I'd feel comfortable giving to my Mom. Operating as a Fee-Only advisory firm grants the freedom to advise clients as to what's in their best interest, not mine. Like a physician or attorney, this is the way all financial advice should be deployed. We leverage low-cost funds & tax efficient portfolios tilting towards specific parts of the market such as small caps, value, as well as stocks with positive environmental & social impact. Historically, these factors have outperformed conventional investments over the long term. The financial plans we develop for investors are designed to take them towards their goals in the most efficient manner possible. Our clients appreciate reviewing their progress towards their goals.