Business Process

Business Process
­ Ascent Wealth Management, LLC. is an independent financial planning office.  We strive to bring the most comprehensive, indipendent and valuable financial advice to our clients.  Typically a potential client will begin with an initial interview.  During this initial interview, which will typically take about an hour, your financial advisor will give a brief bio of themselves followed by an opportunity for you to ask any questions that you may have.  The final part of the process is where the advisor asks your permission to learn more about your financial goals and what steps you’re taking to reach those goals.  This is really the heart and soul of the interview process.  During this final phase of the interview you will be asked specific questions that are focused on understanding what you expect in your financial future.  Through a careful analysis of your responses and a comprehensive understanding of our complicated financial system, we can typically find some aspect of your financial affairs that could be done in a more efficient manner.  The final summary will often include a specific idea that we hope is valuable enough to earn a portion of your business.


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

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Education costs money. But then so does ignorance.

Sir Claus Moser