Ascent Wealth Strategies Group, LLC

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Rockville, MD
Ascent Wealth Strategies Group, LLC

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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.

11/02/2026

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

10/31/2026

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Information vs. instinct. Are your choices based on evidence of emotion?

10/29/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

10/26/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

10/24/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

10/19/2026

Even low inflation rates can pose a threat to investment
returns.

Even low inflation rates can pose a threat to investment returns.

10/17/2026

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

In this article, explore the benefits of the Federal Student Grant Program.

10/15/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

10/12/2026

College, kids and costs.

A few strategies that may help you prepare for the cost of higher education.

10/10/2026

Lifestyle inflation can be the enemy of wealth building.

Address

Rockville, MD
20850

Telephone

+17038593354

Website

http://www.AscentWSG.com/

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