A straightforward approach to financial-strategy conversations.

Aspen & Anchor Strategies offers financial-strategy conversations for people who want to talk through their money decisions without a sales pitch.

Cort Steele Twitty, founder of Aspen & Anchor Strategies

Cort Steele Twitty — Founder

About Cort Steele Twitty

Cort Steele Twitty is the founder of Aspen & Anchor Strategies. The practice focuses on financial-strategy conversations with rural households and small-to-mid-sized business owners across all 50 states—people who are often overlooked by the brightest minds in finance.

Cort brings over two decades of experience and was mentored by Charlie Munger. He follows the markets daily, keeping a close eye on Federal Reserve announcements, interest-rate decisions, and the economic developments behind the headlines. That ongoing attention informs the questions he asks and the trade-offs he helps clients think through—connecting the bigger picture to their everyday decisions.

The approach is simple: start by listening, talk through the real numbers and the decisions ahead, and suggest a way to think about them. There is no sales script and no product pitch. We start with savings first—look for ways to free up monthly capital—and if there is value, then we talk about what comes next. The first conversation is free and carries no obligation.

When you reach out, you speak with Cort directly about your situation and your questions.

Recognition & Features

Featured in the Top 100 in Finance Magazine
The Chief Navigators - 10 Most Inspiring Business Leaders to Follow in 2023
Brainz Magazine Executive Contributor

What guides these conversations

A few straightforward principles shape how Cort approaches each conversation.

Listen first

Understanding your situation comes before any suggestion. We talk through what is actually on your mind.

No pressure

The first conversation is free, and there is no obligation to continue. You decide what happens next, on your timeline.

Honest scope

We talk through financial strategy. We do not overstate what we can do, and we are clear about where a CPA or attorney is the right resource.

Our role and professional scope

Aspen & Anchor Strategies provides financial-strategy conversations and planning discussions. It is not a Certified Public Accounting (CPA) firm or a law practice.

We do not prepare or file tax returns, and we do not give formal legal or tax advice. We can talk through tax and legal considerations at a planning level, and we encourage you to work with a qualified CPA or attorney for filing and formal advice.

Want to talk it through?

The first conversation is free and carries no obligation. Reach out and we can find a time that works.