Even though Aspen Wealth Management’s main office is located in Fort Worth, Candace Scholz, CFP lives right here in Glen Rose. She would welcome the opportunity to visit with you locally. Feel free to contact Candace, cell 314-680-4984, should you have any questions and/or financial concerns.
Candace Scholz is a CERTIFIED FINANCIAL PLANNER™ professional and joined Aspen Wealth Management in 2015 as a Financial Planning Associate. Prior to joining the firm, she held various roles within the healthcare industry, from Director of Services to Physician Development. Dedicated and goal orientated, she is driven to evaluate and apply appropriate strategic solutions for our clients and their portfolios. With a strong background in healthcare management, Candace has an aptitude to serve residents, fellows and practicing physicians.
A graduate of Texas Tech University with a Bachelor of Business Administration, majoring in Management, Ms. Scholz went on to obtain a Master of Healthcare Administration at Washington University in St. Louis. Candace then received her Master of Science, Personal Financial Planning, at Texas Tech University.
With her extensive education, Candace assists the advisors and clients with comprehensive planning, client portfolio management strategies and day-to-day relationship management. Additionally she is involved with client process development and marketing initiatives. Candace is currently a member of the Fort Worth Chamber of Commerce, Fort Worth South, Inc., Financial Planning Association of Dallas/Fort Worth and FPA NexGen.
She and her two children reside in the local area and, when not at work, can be found cheering her children on at sporting events, reading or at the beach building sandcastles and snorkeling.
Aspen Wealth Management is a fee-only, registered investment advisory firm located in Fort Worth, TX. The firm is uniquely different by being an independent firm that does not represent a company requiring quotas or the push of the “product of the day.”
Aspen Wealth Management offers an honest and transparent approach to financial, retirement, tax and investment planning for individuals, families, and small businesses, with an emphasis on building relationships. The firm’s planning process and resulting recommendations are designed to bring clarity for the specific circumstances and goals of each client.
Advisory services offered through Helen Stephens Group, LLC, dba Aspen Wealth Management, a Registered Investment Advisor.