Final Ascent Wealth Advisors, LLC

Final Ascent Wealth Advisors provides ongoing portfolio management and one-time financial planning services to individuals and high-net-worth clients. The firm creates a personalized investment policy statement for each client to guide portfolio construction, asset allocation, and ongoing monitoring. Final Ascent Wealth Advisors focuses its investment advice primarily on exchange-traded funds and mutual funds, while also utilizing fixed income securities and equities. In addition to managing investments, the firm offers financial planning covering areas such as retirement, taxes, insurance, college planning, and debt management. Final Ascent Wealth Advisors manages accounts on a discretionary basis, meaning the firm makes trades on behalf of clients without requiring prior approval for each individual transaction.