Our Consultative Process

At Ascent Private Wealth we aim to provide an open relationship with your Adviser where you can be confident that we understand you, your financial goals and your entire financial position.

Our Wealth management process provides our clients with:

  • Comprehensive lifetime private wealth and financial management services
  • Comprehensive risk management strategy
  • Goals based planning aligned with what is most important to you
  • Fee for Service
  • Written financial strategies for each of your goals
  • Turning chaos into order and simplifying your financial matters in a truly coordinated approach
  • Advice that addresses your major financial concerns

You will receive an initial Consultation where we seek to understand your major financial challenges and complexities in order to provide advice to you that is aligned to your values and financial goals.

Once this is completed and agreed upon we use our teams experience to develop a tailored comprehensive lifetime private wealth management strategy. At each meeting we track your progress against your plan so we can make course corrections along the way.

APW Consultative Graph