Our Approach

An approach structured around your needs and interests.

At Ascent Wealth Management, we are committed to helping you work towards your unique financial goals and objectives. We know reaching your short-term and long-term financial objectives hinges on having the right plan — one that fits your unique circumstances and grows with you.

Planning your financial future can be a daunting task. We know that. That's where Ascent Wealth Management comes in. Understanding your individual goals, objectives, and circumstances is the cornerstone to tailoring our services to meet your needs. Creating a customized solution that is right for you.

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We Care

Having a clear and disciplined financial plan is a critical part of the relationship. We address your other financial needs beyond investments, such as budgeting, insurance planning, retirement planning, tax planning, and estate planning. As a financial advisor who has your best interest at the forefront, we try to connect all of these areas together, so that your investments are working towards your retirement goals, tax goals, estate goals, etc.

Standard of Professional Conduct

No other certification holds more weight than the Certified Financial Planner (CFP®) certificate. CFP® sets and enforces standards that define professionalism for financial planning. When you're working with a CFP® professional you know you're working with the highest standard.

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Happy senior couple sealing with handshake a contract for the retirement. Smiling satisfied retired man making sale purchase deal concluding with a handshake. Elderly man and woman smiling while agree with financial advisor.

Not All Financial Advisors are Created Equal

A great financial advisor will have many years of handling different sorts of complex financial situations and bring that experience to bear in addressing your own unique needs. Obviously, it's typically best to go with someone who has a proven track record and years of experience under their belt. Ask for references and/or conduct an interview with a potential financial advisor. Be sure to ask them about their education, work history, and services.

Why You Need a Wealth Manager

Wealth managers do a lot more than select investments and stare at stock market screens like in the movies. The right one can help you plan your entire financial life and people from all levels of wealth are realizing how much more relaxing life can be when they have an experienced advisor looking out for their best interests and providing guidance that may not have occurred to them if left to their own abilities.

It’s about aligning your money and your values so that you are actively working toward the life you have and in retirement. To think this way you need to pick the right wealth management partner. Someone you feel comfortable with in reviewing your life plans.


To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.

We are here for you!

We're trained, licensed professionals, drawing on years of financial planning experience who take into account the full range of needs you have now, and those needs you may have in the future; periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

At Ascent Wealth Management we offer only independent, objective investment advice dedicated to helping you build wealth and protect your hard-earned assets. We recommend only those products and services that can be tailored to suit your unique needs. So our loyalty belongs exclusively to you.

You are not limited to proprietary platforms, investment products, or research. We continue to remain forward-focused in every aspect to designing a plan for you.