Teams at Aspen Standard Wealth

Serve as the primary advisor for high-net-worth families, delivering comprehensive planning across investments, tax, equity compensation, estate, insurance, and retirement strategies. Lead client meetings, coordinate portfolio implementation, and drive growth through referrals and professional relationships. The role requires a fiduciary mindset, strong relationship skills, sound judgment, and experience serving complex Bay Area clients, including executives, founders, and households navigating liquidity events.