Our Core Values

Happy healthy family walk together on path in the park in summer. Concept of family bonding.

Wealth Design. Honesty Defined.

Our ethics and high standards are the driving force behind every decision we make. We're not going to let anything keep us from us doing what is right for you. We always put your interests first no matter what!

Objective Advice.

Ascent Wealth Management offers investment advice rooted in our core values which represent our highest priorities, guides our decisions, governs our behaviors, drives our actions and are the qualities and traits we treasure the most.

With that being said we are committed to the highest standards of ethical conduct in everything we do and in all aspects of our business. Combined with our loyalty to the following core values defines the Ascent Wealth Management Standard:

As a fiduciary, we always act in the best interest of our clients above all else.

Always do what is right – even when no one is looking.

We care about you and your family with the same passion as we do our own family.

Provide independent and objective investment advice that is not rooted by self-interest; and is based on honesty.

Always place the needs of our clients above our own.

Always demonstrates trustworthiness in our actions and words.

Transparency Embraced

We believe transparency is the key to a trustworthy relationship. Transparency implies openness, communication, and accountability. When we make recommendations and provide advice to you, we do so with full disclosure and transparency. This allows us to actively seek out unique investment opportunities that are right for you and your family.

A Key to Effective Wealth Management

Every advisor and staff member works together as a team towards one primary focus … your needs and goals. We encourage collaboration while also capitalizing on the diverse strengths and knowledge of every individual in the company to provide the best solutions possible for you.