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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our approach

Welcome to Ascent Financial Partners. We understand that many people may feel overwhelmed or frustrated with the many financial decisions they face while trying to enjoy the lives they’ve worked so hard for. Our passion is to help clients by simplifying their financial lives in order to make smart and emotionally clear financial decisions through our holistic on-going financial planning process. It’s our belief that this process can help clients feel more confident and give them more peace of mind.

Because we work as a team, our practice offers depth and diversity in our combined skill set and experience. We believe you will enjoy the personalized service and one-on-one interaction with your advisor while also benefiting from the wider skill-set of the team as a whole. Our goal is to help you understand and feel comfortable with the guidance and strategies you receive from our team.

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Events

Virtual Event - Economic Update featuring Russell Price - Chief Economist for Ameriprise Financial

Join us for a virtual presentation on Thursday – Nov 21st , 2024. The event is complimentary. Below are details about the event.

Thursday, November 21st: 4pm – 5pm Central

Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey.

Additionally, Barry Kruse - Vice President, Global Head Franklin Templeton Academy with Franklin Templeton Academy will share perspectives and present Emotions, Expectations, & Economics. During this complimentary session, we’ll discuss how fear, the media, and the urge to time the markets influence investors’ emotions. Additionally, we’ll explore investors’ expectations during bull markets and their predisposition to think, “This time it’s different.”We’ll also look at three types of investors and their market expectations and will end the session with a brief overview of U.S. economic history by touring the last eight decades.

Registration Link Ameriprise Virtual Client Event

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Who we help

The Around-the-Corner Retiree –They are unsure if they’ve saved enough and worry about running out of money in retirement. They are looking for direction and peace of mind as they plan for the next stage of their lives.

The Diligent Saver– They’ve done great, but now they have multiple accounts and are unsure if they have everything invested in alignment with their goals. They are seeking consolidation, clarity, and simplification of their finances with a strategic plan.

The Power Couple– Executives and successful small business owners with situations too complex for self-management. They are pursuing help to coordinate their finances through a collaborative approach, empowering them to pursue financial success.