Ascent Wealth Management

Ascent Wealth Management Ascent Wealth Management
4195 E. Thousand Oaks Blvd. Suite 125
Westlake Village, CA 91362

A well-designed estate plan can still be disrupted by outdated retirement account beneficiaries.Marriage, divorce, death...
09/08/2026

A well-designed estate plan can still be disrupted by outdated retirement account beneficiaries.

Marriage, divorce, death, new grandchildren, or changes in family circumstances can all warrant a review.

Beneficiary designations should be coordinated with the broader estate plan—not treated as an afterthought.

Markets change. Tax laws evolve. Businesses grow.The owners who navigate change most successfully are often those who re...
08/28/2026

Markets change. Tax laws evolve. Businesses grow.

The owners who navigate change most successfully are often those who revisit their strategic plan regularly—not only when a major event occurs.

Long-term success is built through consistent planning, thoughtful adjustments, and disciplined ex*****on.

Unlike traditional employees, business owners often rely on the value of their company to fund retirement.Building perso...
08/26/2026

Unlike traditional employees, business owners often rely on the value of their company to fund retirement.

Building personal investments alongside business equity can create greater financial flexibility and reduce dependence on a future sale.

Business owners often build significant wealth inside their companies, creating concentration risk.Diversifying outside ...
08/24/2026

Business owners often build significant wealth inside their companies, creating concentration risk.

Diversifying outside the business over time can help protect personal wealth while preserving flexibility for retirement, succession, or an eventual sale.

A succession plan isn't just about retirement—it's about increasing the value and continuity of the business.Clear owner...
08/19/2026

A succession plan isn't just about retirement—it's about increasing the value and continuity of the business.

Clear ownership structures, documented processes, and leadership development can improve operational stability while making the business more attractive to future buyers or the next generation.

Business decisions often have personal financial consequences.Coordinating business planning with investment management,...
08/17/2026

Business decisions often have personal financial consequences.

Coordinating business planning with investment management, estate planning, insurance, and tax strategy creates a more complete picture of long-term wealth.

Integrated planning helps ensure each decision supports broader financial objectives.

Whether transitioning to family, employees, or a third-party buyer, the most successful exits are rarely built in the fi...
08/14/2026

Whether transitioning to family, employees, or a third-party buyer, the most successful exits are rarely built in the final year.

Improving profitability, documenting operations, reducing owner dependence, and strengthening financial reporting can significantly enhance business value over time.

For many business owners, the company represents the largest asset on their balance sheet. Yet it's often reviewed less ...
08/12/2026

For many business owners, the company represents the largest asset on their balance sheet. Yet it's often reviewed less frequently than an investment portfolio.

Strategic planning means evaluating business value, tax efficiency, succession, and liquidity as part of an integrated wealth strategy—not just an operational one.

Long-term care planning isn't simply about paying for care—it's about preserving independence and choice.According to th...
07/29/2026

Long-term care planning isn't simply about paying for care—it's about preserving independence and choice.

According to the U.S. Department of Health and Human Services, approximately 70% of people turning 65 today will require some form of long-term care. Planning early provides more options and greater flexibility if care is ever needed.

Address

4195 E. Thousand Oaks Boulevard Suite 125
Westlake Village, CA
91362

Telephone

(805)3127200

Website

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