We help you build, protect, and preserve your assets.

We founded Ascent Wealth Management Group, LLC with the goal of helping individuals increase their wealth as effectively and as safely as possible while helping reduce taxes as much as possible.

Our clients come from all walks of life at all stages of their lives: They may be professionals, business people, blue collar workers, retirees, recipients of an inheritance, single parents, young couples... The label isn't important. What matters to us - and what is common among all our clients - is that they have the desire to invest in and grow their wealth over time.

What You Can Expect

We aim to build long and rewarding relationships with all our clients. After all, your success is our success. As Investment Advisor Representatives with Financial Telesis, Inc. we are focused on helping people attain their financial goals. Here's what you can expect when working with a financial professional with Ascent Wealth Management Group, LLC:

  • You'll have an individualized financial strategy designed for your unique goals and lifestyle, or an allocation detailed specifically for your circumstances
  • You can have the confidence knowing that you can call an experienced financial professional at any time
  • You'll have more time to focus on what you're good at and what you enjoy doing
  • You'll enjoy being treated with courtesy and respect

How We Work

First we'll sit down together and talk. You'll meet with one of our Financial Advisors who will spend as much time as necessary to learn about you, your life situation, and your life goals. We want to know as much about you as possible: your current assets, your career, your family situation, your financial goals, your risk tolerance, and many other important aspects of your life. You, in turn, will have questions for us. This will be the start of our personal relationship and partnership with you.

Next, depending on your circumstances, we can prepare a customized proposal that outlines how we recommend your portfolio should be structured, based on what you've told us. This could include IRAs, 401(k)s, mutual funds, bonds, life insurance, long-term care insurance, CDs, annuities - and any number of other investment tools and strategies. We may also suggest you consult with other professionals, such as an accountant or lawyer, should your situation warrant it.

If you decide to establish a relationship with us, our job is to periodically monitor them and help keep the portfolio in balance. If anything changes in your life, we'll discuss together how to revise the portfolio to help meet your new situation or goal. We are always available to answer any questions or concerns.

Our Guiding Belief:

We are Independent, fee-based advisors who believe in full fee disclosure. This eliminates any conflicts of interest and fully enables us to align our clients' investment goals with our objectives as prudent investment counselors. We treat our clients with the utmost respect and enjoy developing lifelong relationships with them.