4195 Thousand Oaks Boulevard,
Our Story and Why Ascent Wealth Management ExistsJim Cunningham and John Lindsey co-founded Ascent Wealth Management (AWM) to better serve the clients of Cunningham Legal. They have known each other as friends and trusted referral partners since 1999. In most Attorney and Advisor relationships the care of their clients ends at the point of the referral, leaving gaps in the execution of the financial and estate plan. Jim Cunningham not only co-founded AWM, he is also serving as General Counsel, by having a vested interest in the success of AWM, there is a high level of coordination, communication, and service to our mutual clients.John Lindsey and Christina Lindsey Orta are co-owners of Ascent Wealth Management. Both they and Alissa Kroeger are Certified Financial Planners® and bring over 50 years of combined financial planning experience to AWM.
Heart-to-HeartYou 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 AdviceAdvice that is tailored to your own unique circumstances with the goal to maximize your wealth for every stage of your life.
Smart DecisionsWe 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.
Check out our video below to learn more.
We Embrace TransparencyThere 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
Next Steps...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.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Securities offered through Cambridge Investment Research, Member FINRA/SIPC. to: AK AL AZ CA CO FL HI ID IL KY MD MN NC ND NV NY OK OR SC TN TX UT VA WA WI. 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.