Investment Options Without Pressure

Because Ascent Wealth Management, LLC. has an open architecture, we can use a wide variety of investment vehicles including individual stocks, bonds, mutual funds, ETF and ETN investments, annuities, CD’s, separately managed accounts, alternative investments, and private equity. Through our open architecture we partner with comprehensive resources to guide our clients toward their goals free from outside pressure to market one particular investment option over another.

Access Without Limits: We believe your financial strategy should be determined by your goals, not by a limited menu of products. We maintain an open platform, giving us unrestricted access to the entire universe of investment options—from stocks, bonds, and ETFs to annuities and alternative investments. This freedom allows us to partner with comprehensive resources across the industry. Because we have no obligation to market specific proprietary products, you can rest assured that every recommendation we make is personalized and designed solely to move you closer to your goals. Investing in securities is subject to risk and may involve loss of principal.

The Right Tools for the Job: Building a secure financial future requires the right materials. Unlike big firms that may push their own brand name products, we have the independence to hand pick the specific investments that fit your unique needs. Whether your plan calls for traditional stocks and mutual funds or more complex alternative strategies, we have the reach to access them. We filter through the noise of the global markets to find the opportunities that align with your life. We do this with absolutely no outside pressure to sell you something you do not need.

Your Complete Financial Team: We believe that our clients trust us with their most valuable life decisions. That is a responsibility we take seriously. Because complex life events often require a team approach, we have built a circle of valued alliances to help you navigate every challenge. Whether you need a CPA, an estate attorney, or a business consultant, we can connect you with the right professional. We have selected these partners because they represent the same client-first values as we do. We trust them to treat you with the same care and professionalism that you expect from us.

*Investing in securities is subject to risk and may involve loss of principal.