ASCEND TO GREATER HEIGHTS

Challenging the old school investment advisory business model

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Why Ascent Wealth?

Not all advisory firms have your best interests in mind.

FIDUCIARY

You get a CFP® Pro who is required by law to act in the best interest of clients.  Of the roughly 300,000 advisors in the U.S., less than 10%* are legally required to put your interests first at ALL times.

COMMISSION-FREE

No commissions and no hidden fees.  Approximately only 5,000* advisors in the U.S. are considered “pure” advisors who are not duly registered as a broker in disguise with the ability to sell products for commission.

CFP® PROFESSIONAL

Anyone can call themselves a financial planner, but less than 8%* of financial professionals can display the CERTIFIED FINANCIAL PLANNER™ marks which represents a high level of competency.

We serve one purpose: To help you make the most of your money.

SMARTER INVESTING

We build smarter portfolios based on actuarial science with a focus on managing risk.

ONGOING PLANNING

We’ve integrated the newest planning technology to keep track of your finances.

UNLIMITED ACCESS

You’re off the clock. Meet remotely or wherever it’s convenient anytime.

INDEPENDENT

We work directly for our clients, as opposed to representing a bank, brokerage, or insurance company.

INTEGRATED TECHNOLOGY

We’ve partnered up with some of the best financial technology that allows you to integrate all your accounts in one place and simplify your financial life.

Find out more about Ascent Wealth

ABOUT US

Ascent Wealth is a streamlined financial planning and investment service based out of Newport Beach, CA that specializes in helping busy professionals and retirees.  

We’re taking what has worked for decades and using technology to make it more efficient, saving you time, while helping to increase your long-term returns.

We can make recommendations from how much money to invest to the type of account that’s right for you.  Then, we invest and manage it for you in a way that many traditional investment services can’t.

JARED TANIMOTO, CFP®

FOUNDER & PRESIDENT

Hi I’m Jared and I’m the founder of Ascent Wealth.

I started this business with the intent to help people reach their goals through mindful financial planning and investing.  I do what I do becaue I truly love it and I enjoy helping clients understand complex planning usses.

With so many bankers, brokers and insurance agents claiming to be financial planners, I decided to leave all my sales commissions and incentive bonuses in order to separate from the rest of the industry and become a “pure” fidicuary and offer unbiased financial advice.  Click below to learn more about who we are and what we do.