Ascent Wealth Management, LLC., is a full service independent investment management and financial services 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.
3 Step Approach
1
Deep Understanding
We begin by clarifying your goals. We look beyond the numbers to understand exactly what you want your wealth to achieve for you and your family.
2
Smart Optimization
We identify opportunities. Through careful, detailed analysis, we might find opportunities to reduce your tax liabilities and lower investment costs.
3
Tangible Strategy
We map your journey toward pursuing goals in the action plan. Potentially saving hundreds, if not thousands, of dollars in fees, taxes, interest expenses, or insurance costs helps you reach your goals.
Our Core Services
Retirement Plans
Plan for your retirement or ensure your employees can. We focus on both. Understand your options and make informed decisions.
Financial Management
We design a custom plan for the allocation and management of finances and capital through budgeting and investing.
Insurance
By shopping dozens of insurance companies and products we can find competitive, independent solutions that work for your specific needs.
Next Generation
Family is everything. Proper planning and investing will set your children up for success in college, homeownership, business ventures, starting their own families, or even providing for their own retirement plan.
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.
