staying on top of your investmentsfinancial management
The mission at Ascent Wealth Management, LLC. is to guide every one of our clients through the hazards of today’s financial markets.
many people can benefit from a trust
Control and Protect Your Assets With a Trust
Increasing numbers of Americans are discovering the potential benefits of a trust—how it can help protect their assets, reduce their tax obligations, and define the management of assets according to their wishes in a private, effective way. Your financial advisor can help you evaluate a certain type of trust to determine if it may be appropriate for your circumstances.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Learn more about how a Trust could benefit you.
put your capitol to work for you
Cash Account Monitoring
We find that businesses frequently accrue significant amounts of capital in their cash accounts that do not produce meaningful returns. At Ascent Wealth Management, our strategies put your capital to work, seeking to yield returns in a tax-sensitive manner. Please contact our team to learn if we can help you with your business’ cash management needs.
make your savings work for you
Our financial planning process is a comprehensive evaluation of our clients current and future financial state by using known variables to project future cash flows, asset values and withdrawal plans. We design a custom plan for the allocation and management of finances and capital through budgeting and investing.
Current financial planning clients log in here to access your Money Guide Pro Profile.