Ascent Private Wealth Group

Ascent Private Wealth Group Helping you grow more than wealth

Ascent Private Wealth Group strives to be the most trusted and innovative team in wealth management, empowering our clients with a comprehensive approach to wealth planning and tailored investment management to achieve their financial goals and objectives, creating a lasting legacy through personalized, sustainable, and forward-thinking strategies for enduring security.

The difference between creating a legacy of chaos and one of shared values often comes down to a single matter: communic...
06/03/2026

The difference between creating a legacy of chaos and one of shared values often comes down to a single matter: communication.

A family meeting is the perfect way to start this dialogue. They represent more than wealth planning as they're foundational for meaningful conversations about values and intentions for future generations of your family.

I can help you and your family with your family meetings and your wealth transfer to the future generations.

Your ideas of family harmony happen here.

Schedule your family meeting consult with me.

Still logging into multiple financial sites just to see where you stand? That can change. RBC Total Wealth lets you secu...
06/02/2026

Still logging into multiple financial sites just to see where you stand?

That can change. RBC Total Wealth lets you securely connect to thousands of financial institutions, including your external 401(k), checking and credit card accounts, so everything is in one convenient place.

Reach out today to start the discussion. I’d love to show you how this view can change your planning.

The U.S. stock market has challenges coming from all sides yet continues to rally. At first glance the market may seem d...
05/27/2026

The U.S. stock market has challenges coming from all sides yet continues to rally. At first glance the market may seem disconnected from reality. However, corporate earnings have been the great stabilizer.

Freedom isn't free. It's carried forward by the brave individuals who made the ultimate sacrifice for our country.On Mem...
05/25/2026

Freedom isn't free. It's carried forward by the brave individuals who made the ultimate sacrifice for our country.

On Memorial Day, we honor their memory and the families who continue to feel their absence. Their legacy lives on in the lives we're able to lead and the values we hold dear.

Today we remember, we honor and we say thank you.


Your business built your wealth. But is your wealth strategy built around your business?Many business owners pour everyt...
05/21/2026

Your business built your wealth. But is your wealth strategy built around your business?

Many business owners pour everything into growing the enterprise, and that's what makes them exceptional. But when personal finances and business strategy live in separate worlds, opportunities get missed. The most beneficial approach? A single, cohesive plan that connects your business growth to your family's financial future. One strategy. One team. One conversation that ties it all together.

That's how you move from building wealth to building a legacy.

Until quite recently, the AI boom had been viewed in an almost entirely positive light. But for all of the promise, fear...
05/20/2026

Until quite recently, the AI boom had been viewed in an almost entirely positive light. But for all of the promise, fears are now growing that AI could also disrupt sectors, hurt workers, and pose a risk to the economy.

With RBC Total Wealth, you can securely sync your external accounts, from credit cards to 401(k)s, with one simple login...
05/19/2026

With RBC Total Wealth, you can securely sync your external accounts, from credit cards to 401(k)s, with one simple login. You can even nickname or hide specific accounts to make your dashboard work exactly the way you want it to.

I’m helping my clients set this up to ensure we're always making decisions based on the most current, accurate information. Let’s start the discussion and let’s get your total wealth view set up together.

U.S. equity markets are at record levels, supported by resilient corporate earnings and investors looking past geopoliti...
05/15/2026

U.S. equity markets are at record levels, supported by resilient corporate earnings and investors looking past geopolitical risks in the Middle East. However, a widening gap is emerging between asset prices and underlying economic conditions.

In honor of Mother's Day coming up, let's celebrate the incredible women who inspire us and enrich our communities throu...
05/08/2026

In honor of Mother's Day coming up, let's celebrate the incredible women who inspire us and enrich our communities through the arts! RBC Wealth Management is proud to support organizations like Hennepin Arts, which empowers women to create a lasting legacy.

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Green Bay, WI
54304

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