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Ascent Capital is a modern financial firm helping individuals, families, and business owners grow and protect their wealth with intention. Our focus includes retirement planning, college funding, business strategies, insurance solutions, wealth preservation, and estate planning — all delivered through a strategic, education-first approach. We provide clarity, structure, and long-term guidance so our clients can make confident decisions and build lasting legacies.
United States
4.0
3 reviews
They were great to work with! Rachel is fantastic at what she does and very knowledgeable. Everything was really clear and presented in a way we were able to understand. I can’t recommend Rachel or this company enough!
Date of experience: June 14, 2025
I had an outstanding experience working with Ascent Capital! Their team was incredibly knowledgeable, professional, and attentive to my financial goals. They took the time to understand my unique needs and tailored a strategy that perfectly aligned with my long-term objectives.
Date of experience: January 15, 2025
Ascent Capital has been so helpful! I’ve loved working with their team and talking through my finances. They have so many products and services that they tailored to my specific needs and goals. I will definitely keep working with them!
Date of experience: June 07, 2025
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