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.
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.
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.
Retirement Income Planning
Insurance: Life, Disability, Long Term, Health
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.
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.
We believe your money should work as hard for you as you worked for your money.
Education costs money. But then so does ignorance.
Sir Claus Moser
If you want your children to turn out well, spend twice as much time with them, and half as much money.
Abigail Van Buren
It is not what you do for your children, but what you have taught them to do for themselves, that will make them successful human beings.
A person who never made a mistake never tried anything new.
I didn’t fail the test. I just found 100 ways to do it wrong.
If you look at what you have in life, you’ll always have more. If you look at what you don’t have in life, you’ll never have enough.
Remember that not getting what you want is sometimes a wonderful stroke of luck.
It does not matter how slowly you go as long as you do not stop.
If the wind will not serve, take to the oars.
The only way to do great work is to love what you do.
First, have a definite, clear practical ideal; a goal, an objective. Second, have the necessary means to achieve your ends; wisdom, money, materials, and methods. Third, adjust all your means to that end.
When everything seems to be going against you, remember that the airplane takes off against the wind, not with it.
When I was 5 years old, my mother always told me that happiness was the key to life. When I went to school, they asked me what I wanted to be when I grew up. I wrote down ‘happy’. They told me I didn’t understand the assignment, and I told them they didn’t understand life.
Teach thy tongue to say, “I do not know,” and thous shalt progress.
Believe you can and you’re halfway there.
The best time to plant a tree was 20 years ago. The second best time is now.
I am not a product of my circumstances. I am a product of my decisions.
Strive not to be a success, but rather to be of value.
I attribute my success to this: I never gave or took any excuse.
Few things can help an individual more than to place responsibility on him, and to let him know that you trust him.