Ascent Wealth Management
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
4195 E Thousand Oaks Blvd Ste 125, Westl...Phone Number
(805) 312-7200Website
www.myascentwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
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About Ascent Wealth Management
At Ascent Wealth Management its 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 John Lindsey, Christina Orta, and Alissa Kroeger, 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.Explore more
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At Ascent Wealth Management its 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 wea... Read More
