What We Do

What We Do

Ascent Wealth Management LLC, is a full service independent investment advisory 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 an independent investment consulting firm 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. Our financial advice is conscientious of tax implications today and in the future.  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.

Financial Planning

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.

Financial Planning Questionnaire 

Charitable Giving
­ Many of the clients at Ascent Wealth Management, LLC are fortunate enough to be able to give back to their communities.  There are many different strategies to accomplish your charitable intentions and we have an entire support team dedicated to helping our clients maximize the benefit to their charitable interest while making certain to not jeopardize their personal financial freedom.

Learn more about charitable giving

Learn more about asset protection

Retirement Income

The way we view retirement income for our clients is very simple.  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.

Insurance: Life, Disability, Long Term, Health

Ascent Wealth Management offers independent insurance consulting.  This translates to the ability to shop across dozens of insurance companies and products to find the solution that fits our client’s needs best.  The insurance industry is always changing and we aim to find opportunities to reduce the premium our clients are paying and seek to find them the same amount of insurance or even more.

College Planning

The gift of education is probably 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 of the appropriate strategies to save for college and to position your assets so you have better opportunities for financial aid.


We believe your money should work as hard for you as you worked for your money.

Get In Touch­


Education costs money. But then so does ignorance.

Sir Claus Moser