At Ascent Wealth Management it's about YOU! Our highly personalized approach is focused on providing you with a sense of freedom and confidence for your financial future. Achieving your goals is our objective. Together we'll find the right solutions and opportunities for you, providing the essential advice to help you work towards your goals - a wealth management plan that goes beyond just investments.
DISCLOSURE:
Securities Offered through Cambridge Investment Research, Inc. A Registered Broker/Dealer. Member FINRA/SIPC Christina Orta, Alissa Kroeger, and Shannon Beahan, Financial Advisor. Advisory services offered through Cooper McManus, an SEC Registered Investment Advisory firm. Ascent Wealth Management, Cooper McManus, and Cambridge Investment Research, Inc. are not affiliated.
Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
Company Details
- Employees
- 3
- Address
- 4195 E. Thousand Oaks Blvd.,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- myascentwealth.com
- Keywords
- Westlake Village.
- HQ
- Westlake Village, CA
Ascent Wealth Management Questions
Ascent Wealth Management's website is myascentwealth.com
Ascent Wealth Management's LinkedIn profile is https://www.linkedin.com/company/myascentwealth
Ascent Wealth Management has
3 employees.
View email and phone details for 3
employees at Ascent Wealth Management.
Ascent Wealth Management's industry is
Financial Services
Ascent Wealth Management's top competitors are
Acclarity,
Rbc Wealth Management,
Safeguard Wealth Management,
Ascent Wealth Partners, Llc,
Ascent Wealth Strategies,
Ascent Private Wealth,
U.s. Department Of Education,
Lindsey & Lindsey Wealth Management,
Ascendant Wealth Partners Of Rbc Dominion Securities.
Ascent Wealth Management's categories are Financial Services
