What We Do

Our philosophy can be summed up in four main points.

Planning focused

Every successful long term portfolio must follow a plan. We are here to help design and implement a plan that is tailored to meet your needs.

Long term

If the goal is to help you reach your financial goals and ultimately help your money outlive you, it will be our job to look at the big picture and help take the guess work out of maintaining your lifestyle for retirement.

Accountability

We believe in trust and honesty. Part of what makes a great trustworthy relationship is being accessible and transparent.

Needs driven

Understanding your needs and objectives through partnership and collaboration, offering objective advice and working together to understand what your goals and dreams are.

Ascent Asset Group | 2632 S 11^th St. | Kalamazoo, MI 49009 | Phone: 269-492-9701 | Toll Free: 866-574-8279

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Ascent Asset Group are not affiliated.

Cambridge’s Form CRS (Customer Relationship Summary)

This communication is strictly intended for individuals residing in the states of AL, CA, CO, FL, GA, IL, IN, LA, MA, MI, MN, NC, ND, NE, NV, OH, SC, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Ascent Asset Group makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Ascent Asset Group