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SERVICES

What We Do

Ascent Wealth Management, LLC., is a full service wealth management firm that is focused on helping you follow a financial plan. 

FINANCIAL PLANING

The Right Plan For You

Our financial planning process includes a comprehensive evaluation of our client’s 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.

FULL SERVICE WEALTH MANAGEMENT 

Our Core Services

RETIREMENT PLANS

When you finally reach the top of the mountain and decide to retire, it’s time for your savings to start working for you.
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FINANCIAL MANAGEMENT

We design a custom plan for the allocation and management of finances and capital through budgeting and investing.
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INSURANCE

We have the ability to shop across dozens of insurance companies and products to find the solution that fits your needs best.
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COLLEGE PLANNING

We can help you determine the appropriate strategies to save for college and to position your assets so you have better opportunities for financial aid.
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CHARITABLE GIVING

There are many different strategies to accomplish your charitable intentions and our team is dedicated to maximizing your interest while protecting your financial freedom.
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