Reach for your best financial future

Investment Management

Financial Planning

Wealth Solutions

Serving successful individuals, families, business owners, and retirement plan sponsors

THE ASCENT DIFFERENCE

INDEPENDENT


Free of limiting conflicts or affiliations, we “sell” nothing and offer only objective advice.

FIDUCIARY


We are held to the highest-level fiduciary standard in working with our clients.

Investing and Planning


Our client-specific planning process drives our highly disciplined investment strategy.

Business Succession


We specialize in helping owners prepare for transitioning their businesses.

ASCENT BY THE NUMBERS

700

Client Relationships

$1,100,000,000

Assets Under Management

33

States Where Our Clients Live