Welcome to Ascent Wealth Strategies Group

At Ascent Wealth Strategies Group, LLC, we take a holistic approach to financial planning. By looking at the “whole” and educating clients on saving, investing, protecting and sharing wealth, they become empowered, active partners in achieving their goals.  We approach every individual and family’s situation like an excursion to the top of Mt. Everest. With the goal to both ascend to the peak and then descend safely to the base. As your partner in the journey, it is our mission to help you in “Achieving Confidence and Freedom in Life”, which we believe can only be completed by reaching specific goals, as in the Ascent to the peak of Mt. Everest…one step at a time. We cherish this responsibility, and know that our long-term success depends solely on the success of each and every individual and family we serve.

Ascent Wealth Strategies Group, LLC is located in Rockville, MD with clients located all around the United States. If you are interested in learning more, we invite you to contact us for an initial consultation either in person or over the phone/web meeting. We are always happy to talk with individuals looking for help in taking control of their financial future, regardless of where you are in relationship to your goals.