Ascent Wealth Management

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Westlake Village, CA
Ascent Wealth Management

Ascent Wealth Management
4195 E. Thousand Oaks Blvd. Suite 125
Westlake Village, CA 91362

08/28/2026

Markets change. Tax laws evolve. Businesses grow.

The owners who navigate change most successfully are often those who revisit their strategic plan regularly—not only when a major event occurs.

Long-term success is built through consistent planning, thoughtful adjustments, and disciplined ex*****on.

08/26/2026

Unlike traditional employees, business owners often rely on the value of their company to fund retirement.

Building personal investments alongside business equity can create greater financial flexibility and reduce dependence on a future sale.

08/24/2026

Business owners often build significant wealth inside their companies, creating concentration risk.

Diversifying outside the business over time can help protect personal wealth while preserving flexibility for retirement, succession, or an eventual sale.

08/19/2026

A succession plan isn't just about retirement—it's about increasing the value and continuity of the business.

Clear ownership structures, documented processes, and leadership development can improve operational stability while making the business more attractive to future buyers or the next generation.

08/17/2026

Business decisions often have personal financial consequences.

Coordinating business planning with investment management, estate planning, insurance, and tax strategy creates a more complete picture of long-term wealth.

Integrated planning helps ensure each decision supports broader financial objectives.

08/14/2026

Whether transitioning to family, employees, or a third-party buyer, the most successful exits are rarely built in the final year.

Improving profitability, documenting operations, reducing owner dependence, and strengthening financial reporting can significantly enhance business value over time.

08/12/2026

For many business owners, the company represents the largest asset on their balance sheet. Yet it's often reviewed less frequently than an investment portfolio.

Strategic planning means evaluating business value, tax efficiency, succession, and liquidity as part of an integrated wealth strategy—not just an operational one.

07/29/2026

Long-term care planning isn't simply about paying for care—it's about preserving independence and choice.

According to the U.S. Department of Health and Human Services, approximately 70% of people turning 65 today will require some form of long-term care. Planning early provides more options and greater flexibility if care is ever needed.

07/24/2026

A portfolio can be highly valuable yet difficult to access.
Balancing illiquid assets like real estate or private investments with sufficient liquidity is an important part of long-term risk planning.

Address

4195 E. Thousand Oaks Boulevard Suite 125
Westlake Village, CA
91362

Telephone

(805)3127200

Website

https://myascentwealth.com/

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