Ascent Wealth Strategies Group, LLC

Ascent Wealth Strategies Group, LLC At Ascent Wealth Strategies Group, we meet people where they are on their financial path and guide t a Registered Investment Advisor. Member FINRA/SIPC.

Ascent Wealth Strategies Group, LLC, was established in 2020 by two successful business partners (Jeff Olson and John William Clark Miller) to combine their strength and talents, with over 40 years of industry experience, into a single entity that offers clients tailored solutions only a team can provide. Our belief is that every person has the ability to create the life they desire with guidance

they trust and respect. Our personalized process ensures the proper steps are taken to identify, organize, educate, and ultimately implement recommendations to meet each client’s goals. Ascent Wealth Strategies Group, LLC is located in Rockville, MD with clients located all around the United States. Investment Advisory services offered through Cambridge Investment Research Advisors, Inc. Securities products offered through Registered Representatives of Cambridge Investment Research, Inc. Ascent Wealth Strategies Group, LLC is not a subsidiary or control affiliate of Cambridge. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property...
06/08/2026

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual property ownership and its implications for ordinary people and estates.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
06/06/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

Benefit. Premium. Policyholder. Learn the language before evaluating your options.
06/04/2026

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Term insurance is the simplest form of life insurance. Here's how it works.

06/01/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day ...
05/30/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Estimate total wedding costs and see how different choices affect your overall budget.

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot o...
05/28/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

Have you used a junk-drawer approach to manage your investments?
05/25/2026

Have you used a junk-drawer approach to manage your investments?

It's easy to let investments accumulate like old receipts in a junk drawer.

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.
05/23/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
05/21/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

Address

Rockville, MD
20850

Telephone

+17038593354

Website

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