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Ascent Financial Group, LLC
       
 
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Additional information
 
Ascent Financial Group, LLC
 
 
Overview: 

An independent wealth management firm working with business owners, professionals, and families

Our Investment Process
1. Organize

During our initial meeting we’ll get to know one another and place a focus on your specific needs and your investment capital goals. We will also determine your risk during this step using Riskalyze.
2. Formalize

We’ll work to develop an effective, long-term investment strategy that is custom tailored to your unique needs. We then develop a comprehensive plan that outlines the strategy we recommend for long-term potential success. During this step, we organize your financial goals and strategies using eMoney.
3. Implement

We then choose your investments and put the plan that we have developed together into action.
4. Monitor

Through in-person meetings, we’ll continuously monitor your accounts on a regular basis to help ensure they are performing optimally. If we discover that your circumstances have changed or that shifting global markets require a different investing approach, we work quickly to adjust.

Our Diverse Offerings

Our combination of licenses, registrations, designations and education allows us to utilize many different investment products. Our management process is to take a comprehensive planning approach that incorporates many different investment and insurance strategies including:

Comprehensive Financial Planning
Estate and Legacy Planning
Risk and Asset Management
Life and Health Insurance
Business Succession Planning & Key Man Strategies


 
 
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Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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