WHO WE AREAbout US
Ascent Wealth Management is an independent financial management office. We strive to bring comprehensive and valuable financial advice to our clients.
STEP 01. Consultation
The first part of our process is a comprehensive consultation to gain a full understanding of your needs and financial goals.
STEP 02. Analysis
Through careful analysis, we can typically find savings for our clients through tax-conscious investment strategies and competitive fees.
STEP 03. Final Summary
The final summary will often include a specific idea that we hope is valuable enough to earn a portion of your business.
WHO WE ARE
Who is Ascent Wealth Management?
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.
The mission at Ascent Wealth Management, LLC is to guide every one of our clients through the hazards of today’s financial markets.
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 goals.
A Team Of Professionals
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
ERIC P. WILBY
Eric focuses primarily on helping families transition into using their retirement savings.
KATHY A. MOHN
LPL REGISTERED PRINCIPAL & INVESTMENT ADVISOR REPRESENTATIVE
Kathy makes sure all aspects of daily operation run smoothly.
SHAWN T. HINES
Shawn works with retirees and high net worth individuals to pursue their financial goals.
As the lead of many 401(k) accounts, Aaron helps clients build reliable financial foundations.
Suzanne holds the Series 6, 7, and 63 Securities Registrations and the Series 65 Securities Registration.
guiding you toward your goals
Ascent Wealth Management, LLC. has an open architecture and can use a wide variety of investment vehicles including individual stocks, bonds, mutual funds both load and no load, ETF and ETN investments, annuities both fixed or variable, CD’s, separately managed accounts, and alternative investments to name a few. Our open architecture means that we can partner with comprehensive resources to help guide our clients toward their goals with no outside pressure to market a particular investment option over another.
Investing in securities is subject to risk and may involve loss of principal.
Our social responsibility has led me to be active in many community non-profit and charitable organizations including holding a position as past president for the Allentown chapter of Sertoma for two terms, board member for Kutztown University Student Services, Kutztown University Decision Makers Forum, Boy Scouts, St. Joseph the Worker Parish, St. Joseph the Worker soccer coach, Parkland Area Soccer Club and currently acting secretary for the Little Lehigh Chapter of Trout Unlimited.