Ascent Wealth Management Group, LLC

Business details

Category
Financial Services · Financial consultant
Address
1733 Woodside Rd Ste 350, Redwood City, CA 94061
Phone
(650) 587-8616
Website
ascentwealth.com
County
San Mateo County

About

Clear financial guidance, personal attention, and a plan built around your goals: that's what we offer at Ascent Wealth Management Group, LLC. We are a financial consulting firm serving individuals and families in Redwood City and across San Mateo County on the Peninsula.

Our work centers on helping clients understand where they stand today and map out a path toward the outcomes that matter most to them. We take the time to listen, explain our recommendations in plain language, and stay engaged as your circumstances change.

Whether you are planning for retirement, managing your investments, or simply looking for a steady second opinion, we are glad to talk through your situation.

Learn more and get in touch through our website.