Ascent Wealth Strategies Group, LLC

Ascent Wealth Strategies Group, LLC At Ascent Wealth Strategies Group, we meet people where they are on their financial path and guide t a Registered Investment Advisor. Member FINRA/SIPC.

Ascent Wealth Strategies Group, LLC, was established in 2020 by two successful business partners (Jeff Olson and John William Clark Miller) to combine their strength and talents, with over 40 years of industry experience, into a single entity that offers clients tailored solutions only a team can provide. Our belief is that every person has the ability to create the life they desire with guidance

they trust and respect. Our personalized process ensures the proper steps are taken to identify, organize, educate, and ultimately implement recommendations to meet each client’s goals. Ascent Wealth Strategies Group, LLC is located in Rockville, MD with clients located all around the United States. Investment Advisory services offered through Cambridge Investment Research Advisors, Inc. Securities products offered through Registered Representatives of Cambridge Investment Research, Inc. Ascent Wealth Strategies Group, LLC is not a subsidiary or control affiliate of Cambridge. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Test your estate strategy knowledge with this short quiz.
07/18/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

The sooner you begin investing, the longer your money can work for you.
07/16/2026

The sooner you begin investing, the longer your money can work for you.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

When was the last time you paid yourself first?
07/13/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
07/11/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over...
07/09/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poor’s 500 Index rose 14...

What every parent needs to know about insuring his or her teen driver.
07/06/2026

What every parent needs to know about insuring his or her teen driver.

Tips on insuring your teen driver.

Are you ready for school—again?
07/04/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
07/02/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could ...
06/29/2026

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could add up to over time.

Estimate how much you may earn over your working years based on your current income.

Address

Rockville, MD
20850

Telephone

+17038593354

Website

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