What We Do

What We Do
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Ascent Wealth Management LLC, is a full service independent investment management firm that is focused on helping you reach your financial dreams. 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 firm we have the freedom to select among the best 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
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Our financial planning process is a comprehensive evaluation of our clients current and future financial state by using currently 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 

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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
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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.

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Insurance: Life, Disability, Long Term, Health
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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 regularly find opportunities to reduce the premium our clients are paying and still offer them the same amount of insurance or even more.

College Planning
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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 best strategies to save for college and to position your assets so you have the best opportunities for financial aid.

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


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Quotes

Education costs money. But then so does ignorance.

Sir Claus Moser