Ascent Wealth Solutions logo
VerifiedFinancial Services· Founded 2020

Ascent Wealth Solutions

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one 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. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email (ascentwealthsolutions@pcrg.com) or call our office. We look forward to speaking with you. Securities and Investment Advisory Services are offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. Please refer to for full disclosures.

7-day free trial · no credit card

HeadquartersBellevue, United StatesEmployees8(1 to 10)Founded year2020Websiteascentwealthsolutions.comLinkedIn profileLinkedIn

Verified contacts

8

available on Kipplo

LinkedIn employees

8

1 to 10 range

Open roles

no listings

Distinct roles

5

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

Sign up free to see all 8 verified contacts at Ascent Wealth Solutions

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

8 contacts with verified email or phone · masked until revealed.

Sign up free →

Top roles at Ascent Wealth Solutions

5 distinct titles indexed · top 5 shown.

  • 2financial advisor
  • 2founding member
  • 2operations manager
  • 1associate vice president
  • 1customer relations manager

Sign up to unlock all 8 contacts at Ascent Wealth Solutions

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 8 verified contacts at Ascent Wealth Solutions

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Ascent Wealth Solutions | Kipplo Discover