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What We Do
Here at Ascent Investment Advisory, we provide our clients with the financial freedom they deserve. We recognize the challenges families face today, which is why we continuously strive to help our clients make their financial dreams a reality and take back control.
Financial Planning
Financial planning is more than crunching numbers. It’s about real families and real livelihoods. Here at Ascent, we strive to create lasting memories with each of our clients by creating personalized financial plans that will help you prosper.
Education Planning
Start planning for your children’s education today. With Ascent, we’ll help craft a financial strategy that will help save for your child’s schooling efficiently so they can avoid the burden of student loans when they are older.
Legacy Planning
What do you wish to leave behind for the generations that live after you? We can help tailor your financial plan to support long-term wealth for your children, grandchildren, and beyond.
Retirement Planning
How do you envision your retirement? With Ascent, we’ll help you put together a retirement plan that gives you peace of mind in the present, with something to look forward to in the future.
Tax Awareness
Investment planning is more than what you are making on your returns, but rather how much you are putting into your pocket after tax. With Ascent, we will work with you to build your wealth while helping you decide how to maximize your returns after tax is applied.
Investment Management
We recognize that each client has their own journey ahead of them. This is why with your lead, we’ll help you figure out the best path to get you to your destination quickly, and safely by tailoring your portfolio and financial strategy to enhance your aspirations.
Life Planning
Here at Ascent, we advocate for our clients to enjoy their lives and strive to help you create one you can live to the fullest. We work closely with clients to understand their personal goals for today, tomorrow, and the future to ensure their success and financial fulfilment.
Risk Management
Every strategy comes with a level of risk. The only difference is that we care about our client’s boundaries. Before building your portfolio, we conduct a comprehensive assessment to identify your unique risk ability before working with you as your trustees to serve your best interests.
