explore our services

Our Core Solutions

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Your life informs the plan—your values shape the strategy.

Wealth Planning – Fully Aligned

Each solution is designed to stand on its own—yet works best as part of a coordinated, comprehensive wealth strategy. So, investment decisions support tax efficiency, retirement planning aligns with estate strategy, and your wealth works as a unified system rather than a collection of parts.

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Retirement planning

We coordinate investment strategy, tax planning, and retirement income design so your transition into retirement feels structured.

Tax planning

We proactively integrate tax considerations into your broader financial strategy, helping you improve efficiency and decisions.

Investment management

Diversified portfolio management aligned with your long-term strategy, tax planning, and retirement objectives.

legacy planning

Building wealth is one achievement. Preserving it—and preparing the next generation to steward it responsibly—is another.

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Cash Flow planning

We help you align income, spending, and saving with your priorities—so your money supports both today’s lifestyle and tomorrow’s goals. 

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Fully Integrated.

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Risk management

We help you identify and manage key risks that could disrupt your plan, ensuring the right protections are in place without unnecessary complexity.

Built for Those Navigating Complexity and Growth

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Our clients are typically executives, business owners, and high-earning professionals who have moved beyond basic financial planning. They’re looking for a long-term advisory relationship that connects investments, tax strategy, retirement planning, and legacy decisions into one clear, coordinated plan.

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Your calendar is chaos. Your compensation is complex. We bring clarity.

What We Do:

  • Manage and optimize executive compensation packages (RSUs, stock options, deferred comp)
  • Design strategies to mitigate taxes and protect your income
  • Provide estate planning and legacy guidance
  • Offer risk management solutions tailored to executive roles

executives

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Built your business? Let’s make your exit as brilliant as your entry.

What We Do:

  • Structure businesses for tax efficiency
  • Provide pre- and post-liquidity event planning
  • Guide business exit strategies (M&A, IPO, private sales)
  • Coordinate asset protection and wealth transfer

Entrepreneurs

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With six-figure salaries come seven-figure questions. We’re here to answer them. ï»¿

What We Do:

  • Tailored investment strategies that align with your career and life goals
  • In-depth financial planning to manage cash flow, taxes, and savings
  • Diversification strategies for your assets to mitigate risk
  • Guidance for building and preserving wealth over time

professionals

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What a Coordinated Plan Actually Changes

When investments, taxes, retirement, and legacy planning work together, decisions become clearer. Tradeoffs are evaluated intentionally instead of reactively. Clients move from wondering if something is being missed to understanding how each financial choice supports the next stage of life.

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Dustin Newton with Ascent Financial continues to provide me with routine follow up on my accounts, and has provided advice over the years that has led me to many years of financial stability in my retirement years.
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– jim, happy client