Step 1. Consultation

The first part of our process is a comprehensive consultation to gain a full understanding of your needs and financial goals. 

Step 2. Analysis

Through careful analysis, we can typically find savings for our clients through tax-conscious investment strategies and competitive fees.

Step 3. Final Summary

The final summary will often include specific ideas that we hope are valuable enough to earn a portion of your business. Oftentimes, we can save you hundreds, if not thousands, of dollars with our solution.

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Who We Are

Who is Ascent Wealth Management?

We are a full-service, independent firm dedicated to a single mission: guiding you through the complexities of the market with confidence. We focus on helping you stay the course, ensuring your financial plan supports your life, not the other way around. As independent advisors, we are not limited to a specific menu of proprietary products. We have the freedom to design comprehensive strategies for your specific situation. Our goal is to help you make your savings work as hard for you as you worked to earn them. Every investor’s path is unique. Contact us today to start mapping out yours.

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Consultants

A Team Of Professionals

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Guiding You Toward Your Goals

Corporate Partners

Ascent Wealth Management, LLC. has an open architecture and can use a wide variety of investment vehicles including individual stocks, bonds, mutual funds both load and no load, ETF and ETN investments, annuities both fixed or variable, CD’s, separately managed accounts, and alternative investments to name a few.  Our open architecture means that we can partner with comprehensive resources to help guide our clients toward their goals with no outside pressure to market a particular investment option over another.

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

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Community Alliances

Leadership Beyond Finance

Community Alliances

We believe that a financial advisor should be a pillar of their community. Over the years, we have dedicated our time to organizations that drive positive change, ranging from education and youth mentorship to environmental conservation.

  • Community Leadership: Past President of the Allentown Sertoma Club (2 terms).
  • Education: Past Board member for Kutztown University Student Services and the Decision Makers Forum.
  • Youth & Faith: Past Volunteer with the Boy Scouts, St. Joseph the Worker Parish, and local youth soccer.
  • Conservation: Past Secretary for the Little Lehigh Chapter of Trout Unlimited.
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