Solutions For Every Stage Of Life
Our Approach
We are a financial services firm that specializes in niche investing alternatives, college planning/child head start plans, business owner solutions and retirement planning. We are dedicated to changing the narrative for middle-class families in helping them be prepared for the future, as well as increasing the options for business owners and high-net-worth individuals to build their wealth and plan long-term. We believe everyone deserves to feel confident with their short and long term plans.
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
Submit this form to start a conversation
What can you expect? A financial expert who cares (without slides, products, or sales brochures).
Meet Our Team
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Rachel Peterson
Senior Marketing Director
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McKoy Peterson
Marketing/Advertising
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Ryan Snodgrass
Marketing Director
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Sandra Murillo
Senior Associate
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Jody Santana
Associate
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Francisco Santana
Associate
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Bethany DeStefano
Associate
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Jill Brown
Associate
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Marissa Patterson
Associate
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Se Ra Laurencio Seo Lee
Associate
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Christine Dellefield-Lopez
Associate
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Manuel Allende
Associate
“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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