Solutions For Every Stage Of Life
Our Approach
We are a specialized financial services firm focused on alternative investment strategies, college and early wealth planning, business financial solutions, and retirement security. Our mission is to empower middle-class families with the tools to build a strong financial future while providing business owners and high-net-worth individuals with sophisticated strategies to grow and protect their wealth. We believe financial confidence isn’t just for the few—it’s for everyone, at every stage of life.
What You Can Expect
*Our consultations are always free
Discovery
A brief call to go over your goals to see if we can align your needs with our expertise.
Implementation
A meeting to discuss more in depth topics, and go over strategies to reach your goals.
Helping you secure your future
We help you see the bigger picture to protect you, and your family, by aiming to give you the truest sense of wealth: ease, comfort, and time.
We feel you should be able to retire… and confidently stay retired.
Our Clients
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Entrepreneurs & Career Professionals
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Individuals & Families
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Pre-Retirees Or Retirees
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Children & Young Adults
Speak With An Expert
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What can you expect? A financial expert who cares (without slides, products, or sales brochures).
“Ascent Capital helped me secure my financial future. I’ve never worked with a more kind, and dedicated team that wanted to see me retire with confidence.”
— Jakoby P., Ascent Capital Client
Our Blog
Retirement Planning 101
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Why Time Is Your Greatest Asset
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How To Understand Levels Of Risk
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Why You Should Talk To A Money Pro
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