AspenCross Wealth Management Founder Eric Jansen is Today’s Honoree

Eric is the Founder, President and Chief Investment Officer of AspenCross Wealth Management, and chairs the firm’s Investment Committee.  With over 29 years of experience in both client facing and investment portfolio design and management roles, he is an accomplished and highly respected wealth management professional.

He graduated Magna Cum Laude with a Bachelor’s degree in Economics from Framingham State University in 1987, and is a graduate of Purdue University’s Professional Management Institute. In addition, he earned the Chartered Financial Consultant (ChFC) designation from the American College.  He also proudly served in the Military Intelligence branch of the United States Army Reserve for nearly a decade.

Prior to founding AspenCross Wealth Management in 2001, Eric served as a Managing Partner and Wealth Management Professional for John Hancock Financial Services, working exclusively with high net worth, and ultra-high net worth individuals and families in developing multi-generational wealth transfer strategies and integrated investment management solutions.

Eric is responsible for the strategic direction of the company, it’s overall investment philosophy, all aspects of the client experience, and serves as the firm’s “Chief Culture Officer”.

If asked why after nearly fifteen years of working with a small select clientele, would he want to launch his own firm, Eric will enthusiastically and passionately tell you that he wanted to create an organization focused exclusively in the retirement marketplace, that could serve a broader range of clients in a highly differentiated way. Today, by using state of the art technology, and a team based approach, AWM is able to deliver fee-based, virtual pre-and post retirement planning, combined with institutional quality investment management to individuals located throughout the United States.

In addition, breaking away from common industry practice, Eric wanted all AWM advisors to be salaried full-time employees, not commission-based financial representatives, enabling every AWM team member to focus 100% of their efforts on delivering un-biased, highly personalized advice and guidance to the firm’s clients and their families, not on earning a commission or vying for some company sales award.

As a financial services firm focused exclusively in the retirement planning marketplace, his firm’s professional culture and business philosophy seem to be resonating well with clients.

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