Ascent Wealth Partners
Securing Your Legacy.
Personalized financial strategies and wealth management for high-net-worth individuals and families.
Request a Discovery Call15+
Years of Experience
$500M+
Assets Under Management
98%
Client Retention Rate
CFA
Certified Team
Comprehensive Financial Services
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Wealth Strategy
Customized investment portfolios, tax optimization, and long-term financial modeling.
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Estate & Legacy Planning
Ensuring smooth asset transfer and minimizing liabilities for future generations.
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Risk Management
Thorough analysis and management of market, credit, and operational risks.
Start Building Your Future, Today.
Schedule your complimentary initial consultation to discuss your financial goals with a certified expert.
Contact Our Team