About the Ascent Team
The Ascent Team believes financial planning is about more than managing assets about helping you work toward a life aligned with your goals and priorities. We take a broad-based approach to wealth management, developing strategies based on your objectives, values, and vision for the future.
Our team works closely with individuals and families to develop coordinated plans that address multiple aspects of financial well-being, including retirement planning, tax-efficient strategies, risk management, wealth preservation, and income planning. By taking the time to understand what matters most to you, we provide guidance aligned with your circumstances and long-term objectives.
As fiduciary advisors, we are committed to delivering objective advice and thoughtful recommendations to support your financial decision-making. Whether you’re preparing for retirement, navigating a major life transition, or planning for a legacy, we aim to be a resource to help you move forward with greater clarity.
Wealth Enhancement Welcomes Cloud Investments
By partnering with Wealth Enhancement, this team will be able to leverage our strengths and comprehensive service offerings so they can spend more time with their clients. With similar philosophies and values, this partnership strengthens our capabilities, deepens our resources, and improves our ability to serve our clients well for years to come.
Advisory Team
Client Service Team
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Team locations
Current Clients
Contact this team via email or phone at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation