Broker Check
Financial Empowerment <br/>For Women

Financial Empowerment
For Women

Aspen Grove Wealth Management believes your dreams and goals should be realized. Harriet Chase, our Founder will work to create your personal financial wellness plan that stands alongside you today and wherever your journey takes you.

“I realize conversations around financial planning can feel vulnerable, that’s why I actively listen and offer a compassionate experience.

"Providing answers and resources is truly my mission as your advisor."

Is Your Future Secure?

Is Your Future Secure?

Aspen Grove Wealth Management will help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

Financial Learning Center

At Aspen Grove Wealth Management, we believe that an educated client is an empowered one.
Browse our client learning center and take control of your financial future.

Traditional vs. Roth IRA

Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Learn More

The Threat of Identity Theft

The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
Learn More

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Learn More

Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Learn More

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Learn More

Building Your Legacy

Building Your Legacy
A four-step framework for building a personal legacy.
Learn More

Women and Investing

Women face unique challenges when it comes to achieving financial freedom and solvency. This whitepaper explores the investing pitfalls women—and all investors—should avoid when taking control of their financial futures.

Explore Resources by Topic

Aspen Grove Wealth Management offers a full range of investment and financial services and have access to a wide array of solutions.

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

Learn more

Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited about for what’s to come.

Learn more

Investment

Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.

Learn more

Estate

A sound estate program can help protect your family from the financial consequences of life's unexpected events.

Learn more

Tax

Managing your money involves more than simply making and following a budget.

Learn more

Cash Flow

We’ll analyze your cash flow situation to calculate if you’re on track for retirement and help ensure your peace of mind.

Learn more

What Inspires Us

“Define success in your own terms, achieve it by your own rules, and build a life you’re proud to live.”

Anne Sweeney

“For women, financial independence is a matter of necessity.“

Carrie Schwab-Pomerantz

“My mother told me to be a lady. And for her, that meant be your own person, be independent.” 

Ruth Bader Ginsberg

Have a Question?

Reach out to Harriet Chase at Aspen Grove Wealth Management, and she can prepare a strategy for you.

Contact Us