how we work with you
Our Approach
Wealth Management, Built Around You
No two careers look the same. No two balance sheets tell the same story. So why would your wealth strategy be anything but personal?
Our approach blends sophisticated financial strategy with real human insight—because building wealth isn’t just about numbers, it’s about intention, timing, and clarity. We put your goals at the center and design everything around them.
We have had an extremely positive experience with Ascent Financial Group and their leader Dustin Newton. Dustin is a clear and patient communicator, working with us multiple times a year to manage our investments, financial plans and strategy. We feel confident in the advice we receive, the execution of the decisions and the expertise they bring to their clients...
– sarah, happy client
A Personalized, Modern Approach
We turn financial complexity into confident, strategic wealth decisions—so you can focus on what you do best.
Turning Vision Into Action
How We Work (And Why Clients Stay for Decades)
We believe transparency builds trust—and trust builds long-term success. You’ll always know what we’re doing, why we’re doing it, and how it connects to your bigger picture. We’re proactive, responsive, and deeply invested in your outcomes. Some of our client relationships span more than 20 years—and that’s no accident.
Initial Phone Call
Before we talk strategy, we listen.
Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise. If we aren’t a good fit for each other, we will gladly introduce you to a firm who is better suited to your needs.
Intake Assessment
This is where precision meets creativity.
In this meeting, we will get clear on your goals, concerns, and unique financial situation. Your answers to our questions will guide our analysis, and result in a plain-English plan to address your financial health.
Analyze/ Plan Formation
This is where the value happens.
We will apply our experience to answer the following questions:
- Can you afford to retire?
- Are you overpaying taxes?
- Can your portfolio be improved?
- Can you eliminate, or at least reduce threats to your retirement?
Proposed Plan Review
This is where the proverbial rubber meets the road.
During this meeting we will explain what you need to do to achieve your financial goals. This is where you will see how our firm can improve your finances.
Sleep On It
We are looking for long-term relationships, therefore, we are in no rush for you to make a decision.
Ask yourself the following questions:
- Do I like/trust/respect the team at Ascent Financial?
- Will the benefits they provide exceed their cost?
- Do I understand and agree with their investment philosophy?
- Do their recommendations make sense to me?
Onboarding Kickoff
We’re here to help you grow your success, protect it, and use it—on your terms.
Once you have decided that we are the right fit for you, we will start the paperwork to become a client. This is where the fun begins, as we work together to craft your financial journey.
Personalization Without Compromise
Your financial life is complex—and we treat it that way. Every strategy we design is fully customized to your goals, timeline, and risk profile. No models pulled off the shelf. No generic solutions. Just a plan built specifically for you.
Holistic Wealth Strategy, Not Just Investments
We go beyond portfolio performance. Our work integrates investments, tax strategy, risk management, and estate planning into one coordinated wealth plan—so every decision supports the bigger picture.
A Long-Term Partner in Your Success
As your career, business, and personal priorities evolve, your wealth strategy evolves with you. We build enduring relationships designed to support not just where you are today—but where you’re headed next.
