Your financial journey starts here...

With a watchful eye on your future, Ascent Capital Management guides you through the financial planning process. With skilled advisors and financial services designed to accommodate each individual's situation, we work together to create a comprehensive financial blueprint for your life.

Why does my portfolio go up and down so much?

  • Is my portfolio protected in the event of a national or global economic crisis?
  • Are my investments in line with my short and long term goals?
  • How much am I paying for my investments?

Help Me Evaluate My Portfolio

Do you have trouble keeping track of your investments? We often get asked...

  • Should I roll over my old 401k’s? I have too many accounts and I have no idea how they are doing. Can you help me figure it out? Is it possible to combine my separate accounts into one simple and easy to read statement?

Help Me Consolidate My Investment Accounts

Everyone is asking…..

  • At what age can I retire comfortably?
  • How much money will be available to me each month once I retire?

… you are not alone

Help Me Build & Manage My Retirement Plan

Before you get overwhelmed, let’s talk.
What questions do you have about estate planning? What are the different components of an estate plan? Do I need one and when should I start? My parents are getting older and do not have an estate plan. How can I help them get started? How can I ensure that my estate will get dispersed according to my wishes?

Help Me Design My Estate Plan

Your financial journey starts here...

With a watchful eye on your future, Ascent Capital Management guides you through the financial planning process. With skilled advisors and financial services designed to accommodate each individual's situation, we work together to create a comprehensive financial blueprint for your life.

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