PLAN FOR THE RETIREMENT YOU DESERVE.
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Welcome to ascent wealth management
Our Financial Services
Pursue your full financial potential and plan for the future you deserve. Our comprehensive financial plans help you navigate the allocation and management of your finances and capital through budgeting, investing, and constant reassessing of your goals and financial situation.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Charitable Giving
Giving back is key to a thriving community. Whether you want to leave a legacy or save on taxes, our experienced professionals are here to help you make the most of your charitable giving intentions.
Retirement Plans
Plan for your retirement or ensure your employees can. We focus on both. Understand your options and make informed decisions.
College Planning
Family is everything. Properly invest in your child’s future and set them up for success.
Our Ascent
About Us
Ascent Wealth Management, LLC., is a full service independent investment management and financial planning firm that is focused on helping you follow a financial plan. As independent investment advisors, we have the freedom to select from a variety of investment vehicles to help your savings work as hard for you as you have worked to earn them. The needs of every investor are different so contact our office to schedule an interview and begin your adventure towards the summit of your financial dream.
WE CAN HELP YOU WORK TOWARD YOUR FINANCIAL GOALS.
OUR CORE SERVICES
PLAN FOR A COMFORTABLE FUTURE
Retirement Plans
You spend your life working hard to build up enough savings so that you can retire comfortably. When you finally reach the top of the mountain and decide to retire, it’s time for your savings to start working for you. That’s our role at Ascent Wealth Management, LLC., it is our goal to make your money work as hard for you, as you worked for your money.
401K
Allows employees to contribute a portion of their wages to individual accounts.
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SIMPLE IRA
Ideal for small employers who do not currently have a retirement plan.
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SEP IRA
Contributions to be created for each participant and follows the same rules as traditional IRAs.
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PENSION PLANS
Sponsor oversees investment management and guarantees a certain amount of retirement income.
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NEWS POSTS
calculator tools
Our Investment Calculators Can Help Plan Your Future
The numbers speak for themselves. Take a look at our calculator resources and receive your custom results.
saving for the future
College Planning
The gift of education is one of the most valuable gifts you can give to your children or grandchildren. In today’s world, the cost of education is forcing many families to mortgage their futures. By working with Ascent Wealth Management, you can be sure that you are well informed.
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PA 529 GSP rate
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