Ascent Wealth Solutions

An elite planning team at Pacific Capital Resource Group

425.658.0530 AscentWealthSolutions@pcrg.com

Ascent Wealth Solutions, an elite planning team at Pacific Capital, was founded with the belief that exceptional financial advisory services should not be reserved for exclusively ultra high net worth clients. The north star of our team has always been obsessively optimizing our client service experience, and we obsess about providing our clients with clear recommendations, high touch service, and proactive planning. Our goal is to empower our clients to feel more confident about their financial health, capacity to accomplish goals, and ability to weather life’s inevitable challenges because they know they have a trusted partner they can lean on.

At AWS, we value integrity, honestly, and direct communication with our clients. These values help us build healthy client relationships grounded in trust.