A plan tailored for you For the goals you want to accomplish

Aster Wealth Management James E. Dean, Keith M. Fallis, Melissa Roque

Aster Wealth Management


phone

505-989-5127
800-634-2386



phone

855-551-2735



address

141 East Palace Avenue
Coronado Building
Santa Fe, NM 87501



In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocates, we provide you with advice that is tailored to your circumstances and priorities. We start with a detailed plan for all you'd like your wealth to achieve. Over time, we adjust your plan as your circumstances change, so you can embrace your financial future with confidence.



Insights

Building an investment plan

Building an investment plan

Advice. Beyond investing. Speaker Series

Advice. Beyond Investing. Speaker Series