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About Us

Ascent Wealth Solutions was started on the assumption that no one financial management strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Our Summit Financial Approach

As financial professionals, we are committed to helping people just like you create a long-term holistic strategy in pursuit of your financial goals. As holistic advisors, we look at much more than just your asset portfolio – we review all aspects of your financial life and build a plan that will help you live to your fullest . 


Our Primary Purpose

Your financial plan shouldn’t just focus on reaching the summit; it should take into consideration all aspects of the journey. While many financial advisors are happy to help you reach your goals, what happens once you achieve them? At Ascent Wealth Solutions, our financial advisors are your expert guides, planning ‘through’ your summit by looking at every step needed to achieve your goals. And we don’t stop once you’ve reached the top! We implement and adjust your plan as the financial market – and your priorities – change.

We recognize that change is constant; to provide expertise across a variety of financial avenues, every client at Ascent Wealth Solutions benefits from a dynamic financial team with a variety of specializations. This allows us to present new planning concepts, review investment strategies, and routinely discuss plan adjustments to keep you on your desired financial path.

Whether you’re starting from ‘base camp,’ have already started your financial ascent, or are looking to retool your financial plan from the summit, our advisors work tirelessly to improve our service model and experience to our existing and future clients.

Base Camp

Base Camp

  1. Introduction: Every new client relationship begins with a casual, 30-minute introductory call. The goal of this call is to determine whether Ascent Wealth Solutions is the best option for your financial needs. Your advisor will answer questions, outline our wealth management approach, cover fee expectations, and present next steps.
  2. Client Discovery & Goals: The most critical part of our process, this step is what ensures that your personal financial plan is truly personal. Over the course of a 45–90-minute meeting, we’ll walk through a variety of scenarios, goals, desires, and preferences to fully capture your overall financial picture, and what you consider a successful financial summit. We aim to learn about you, your family, and your goals so we can make the most comprehensive recommendations.
The Climb

The Climb

  1. High-Level Financial Plan: At this stage, your advisor will craft a tailor-made financial plan. We believe financial literacy and fiscal understanding is paramount to any client’s success; as such, this phase includes a wealth of information and discussion to ensure you are equipped with the knowledge you need to make the best decision for your financial future. 
  2. Tactical Financial Plan: Once we’ve painted a broad financial picture, your advisor will dive deeper into each tactical recommendation. They’ll present the proposed features and benefits, fees, and historical performance of any planning elements proposed. Your advisor will also walk you through a comparison of the proposed plan against your current financial scenario so that you can clearly see the proposed differences.
  3. Implementation: With your approval, your new financial plan is put into action via a personalized website where you can view your financial elements at a glance! We’ll get you set up, work hand-in-hand with you to transfer any accounts, and will let you know when we’ve fully implemented everything we’ve discussed prior. 
Summit & Beyond

Summit & Beyond

  1. Plan Management: Once your new financial plan is in place, our entire team applies their expertise to monitor and manage your account. Regularly scheduled meetings ensure that you receive timely updates about your plan performance.
  2. Plan Review & Evaluation: As your life changes, so will your plan. Whether we’re conducting a normally scheduled financial plan review, or if you have questions resulting from a life change such as a new child, new job, or are heading into retirement - we’re ready to help you continue your financial ascent, across every stage of your life.

“Our passion to help others and our collaborative team environment gives us the ability to improve the financial lives of our clients and partners.  We look forward to building lasting relationships and hope to help you in the financial journey we all undertake.”

Fernando Pohina, Vice President/Wealth Strategist


Our Mission

Every advisor at Ascent Wealth Solutions is dedicated to helping people achieve their financial goals through a refined and comprehensive financial planning process. We offer a world-class, tailored experience that uses a variety of complementary financial solutions to deliver a holistic strategy for pursuit of your financial goals.

Our Values


Empathy

We understand the challenges that business owners, professionals, and families face in today’s volatile financial environment. We believe that personal financial planning starts with getting personal. Our goal is to ensure that we fully explore and understand your personal and financial needs, wants, and long-term goals so that we may develop, implement, and monitor a strategy that’s designed to address your individual situation.

Integrity

We cannot be of value to our clients without pledging to uphold the highest levels of integrity and trust. Every financial advisor and member of our team demonstrates a consistent and uncompromising adherence to the same strong moral and ethical principles and values infused into Ascent Wealth Solutions by our founders from its inception.

Service

With so many planning and wealth management options available, we strive to exceed your expectations by delivering a level of client support and service that is unparalleled. Our goal is to be your trusted, long-term partner across the many seasons of your financial landscape. With Ascent Wealth Solutions, you’ll be prepared to stay on track toward a meaningful and purpose-driven financial future.

Accountability

Every employee of Ascent Wealth Solutions understands that they are responsible for their words, actions, and results. By starting from this initial expectation, our advisors are expected and empowered to deliver the highest level of client support across all our service offerings.

What's the Best Path to Reach YOUR Financial Summit - & Beyond?

There’s a reason our clients trust us across the life of their financial plans – our specialized expertise and holistic approach delivers actionable insights that help build on past success. With Ascent Wealth Solutions, you have a financial partner that helps plan and implement every step of your financial journey. 

We invite you to schedule a no commitment, no fee consultation with one of our advisors. We’ll walk you through our approach, discuss what financial solutions may be helpful, and provide more information about how we help our clients succeed to their summit.

Schedule an Initial Consult