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.
Sound Advice
Advice that is tailored to your own unique circumstances with the goal to maximize your wealth for every stage of your life.
Smart Decisions
We want to make money investing easy, low-stress and goal-oriented, so you can focus on what matters most. Take comfort in having a plan that aligns your financial goals with your life goals.
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.
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
