Ascent Wealth Management

The importance of a guide…

Your financial life is a journey full of choices and opportunities.

The decisions you make along the way can have a big impact on not only your current lifestyle but also your future prosperity and your family’s wealth into the future. Like all successful mountaineers, the value of a guide to walk with you, guiding your choices can assist you in staying on track and ultimately achieving your goals.

At Ascent we will be your guide by-

Spending a lot of time building an understanding of where you are now and where you want to go, and WHY this is important.

We then interpret current law and the environment to build strategies to take advantage of the opportunities that exist.

We flawlessly implement these, taking a project management approach. We develop a long term relationship, as we move with you towards your goals together.

Importantly we help you avoid "big mistakes" along the way