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It's All About You

Your relationship with us is important.
At Ascent Wealth Management our highly personalized approach is focused on providing you with a sense of freedom and confidence for your financial future. Achieving your goals is our objective. Together we'll find the right solutions and opportunities for you, providing the essential advice to help you work towards your goals - a wealth management plan that goes beyond just investments.

Heart-to-Heart

You should trust someone who knows you. We take the time to truly understand your goals and objectives, getting to know you both personally and financially.

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Sound Advice

Advice that is tailored to your own unique circumstances with the goal to maximize your wealth for every stage of your life.

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Smart Decisions

We want to make money investing easy, low-stress and goal-oriented, so you can focus on what matters most. The greatest wealth is your peace of mind

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We Embrace Transparency

There are in general two types of financial advisors:

1. The first type may have something to hide, so they may resist transparency.
2. The second type have nothing to hide, so they embrace transparency.

You might not know anything about transparency or how it helps you make better decision, but we do.

Transparency Is Everything.

At Ascent Wealth Management there is nothing hidden on our agenda, no additional motivation to anything we are recommending other than for your own financial well-being. You will always know that everything we do is for your best interest and that yours will always come before our own.

That’s The Value Of Transparency.

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We would welcome the opportunity to provide you with a complementary meeting to see if we may be a fit to helping you plan for your future financial goals.

Securities offered through Cambridge Investment Research, Inc, Member FINRA/SIPC. Advisory services offered through Cooper McManus, an SEC Registered Investment Advisory Firm.
Cooper McManus, Ascent Wealth Management, and Cambridge Investment Research are not affiliated.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.