Aaron Schuler, CDFA®, AAMS™
Founder, Financial Advisor
Aaron is the owner and founder of Mountain West Wealth – independent financial planning and investment firm in Rock Springs, Wyoming, and Midway, Utah. Mountain West Wealth was founded in 2017 and is affiliated with Securities America & BEAM Asset Management, a Registered Investment Advisor.
Aaron has been a Financial Advisor for the past 9 years. He continues to help clients at various income levels to pursue their goals and bring a clearer vision to their financial future.
As a CDFA®, Aaron specializes in the art of divorce financial planning. With unique experience in forensics & divorce financial planning, we assist divorcing clients, attorneys & mediators seek equitable financial settlement options in complex divorce cases.
Aaron graduated from the University of Utah in 2006 with a degree in Economics with aspirations of becoming a Financial Advisor. Aaron’s strengths are helping to analyze cash flow, establish liquidity, utilizing existing products, implement the appropriate strategies and explaining complex investment strategies. Aaron’s goal is to help all his clients be prepared for their lifelong adventure.
Aaron loves to hunt, fish and camp. The other times you’ll find him on the boat, target shooting, fixing something or grabbing food and drinks with his friends and family.
Registered Representative with Securities America, Inc. and Investment Advisor Representative with Beam Asset Management.
Email me: firstname.lastname@example.org
Justin Falzone is a native of the Boston area. He graduated from Suffolk University in 2012 with a Bachelor of Science in Business Administration. While at Suffolk University in Boston, Justin held internship positions at the institutional brokerage firm Cantor Fitzgerald, investment advisor Cadence Capital Management, and the wealth management arm of Morgan Stanley Smith Barney. Working in brokerage and financial advisory exposed Justin to institutional equity sales and trading operations, as well as market research and analytics. Justin’s experience in these roles makes him a valuable part of Mountain West Wealth.
When he is not working, you can find Justin playing hockey, fly fishing, snowboarding, and keeping track of all of his favorite New England Sports teams.
Email me: email@example.com
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Advisory Services offered through BEAM Wealth Advisors, Inc., a SEC Registered Investment Advisory Firm. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA & SIPC., Headquartered at 80 State Street, Albany, NY 12207. BEAM Wealth Advisors, Inc. Aaron Schuler, Investment Advisor Representative. Mountain West Wealth LLC, Beam Wealth Advisors, FIT Divorce Planning and Purshe Kaplan Sterling Investments. are separate, unaffiliated entities.
1471 Dewar Drive #140
Rock Springs, WY 82901