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Our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their individual goals.

We offer uncluttered, objective advice that leads to sustained and actionable plans. Our aim is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals.

We are our clients' financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future.

The name Ascent has a number of special meanings. As a former professional road cyclist, James had particular affection for ascending hills. The positive connotation of moving upward is one also appreciated by investors. Although it's been years since he competed, he still finds great satisfaction in gaining elevation on the bike.

Coors Classic 1987 Presidio Circuit Race - James is in the stars and stripes