Elevate Your Expectations for Your Financial Life

Your future is built on the foundation of the financial choices you make today. Choosing the right team to walk with you through the uncertainties of life isn’t easy. That’s why we built a boutique, client-centric firm that is ready to help you accomplish your goals.

Imagine Your Future Planned Now

Imagine yourself:

1

On track to meet your goals

2

Free from concerns over your financial future

3

Retiring when you want, how you want

4

Making the most of your wealth now

As a transparent wealth advisor, we strive to help you live the life you want.

About Ascend

Ascend was founded in order to focus solely on the unique concerns of people who value customized wealth management from trusted financial professionals.

Contact Us

Contact us today for a complimentary analysis of your financial journey.

Our Team

Stephanie DeWitt

Principal

With more than three decades of experience in financial services, Stephanie DeWitt has built her practice by providing personalized financial advice and excellent service. She established Ascend Financial Consultants, Inc. in order to completely focus on the unique concerns of people who value customized wealth management from trusted respected investment professionals.

An Indiana native, Stephanie graduated with a bachelor’s degree in marketing from General Motors Institute, now Kettering University, and began her financial services career shortly after moving to Southern California in 1980. An active member of the Sierra Club and United States Tennis Association, she is an avid hiker and has climbed Half Dome and Mt. Whitney. Not to be omitted, Stephanie’s faithful companion Auggie Doggie, the goldendoodle, can often be found posing ever so perfectly for petting.

Dianne Nixon

Compliance & Operations Manager

Dianne is in charge of all office functions, compliance, and general customer service.

Dianne was a client of Stephanie’s before Ascend even began. She helped get it off the ground in 2004 and has been around ever since, for the most part. When Ascend first started, Dianne would bring her infant daughter to work with her every day. Now, that daughter is a teenager, and Dianne has added two dogs and a cat to her household. Between work, home, and her newfound love for Pilates, she stays pretty busy.

As the operations manager, Dianne loves providing excellent service to a wide variety of clients.

PS – If you ever get to meet Dianne, ask her about the time she got to ride in the wienermobile!

Dianne Nixon

Compliance & Operations Manager

Dianne is in charge of all office functions, compliance, and general customer service.

Dianne was a client of Stephanie’s before Ascend even began. She helped get it off the ground in 2004 and has been around ever since, for the most part. When Ascend first started, Dianne would bring her infant daughter to work with her every day. Now, that daughter is a teenager, and Dianne has added two dogs and a cat to her household. Between work, home, and her newfound love for Pilates, she stays pretty busy.

As the operations manager, Dianne loves providing excellent service to a wide variety of clients.

PS – If you ever get to meet Dianne, ask her about the time she got to ride in the wienermobile!

Our Story

Ascend was founded in 2004 by Stephanie DeWitt so she could focus solely on the unique concerns of people who value customized wealth management from trusted investment professionals.

As a Registered Investment Advisor, we are thrilled to be able to offer independent advice to our clients. As a boutique firm, we love that we can offer our clients our full attention and in-depth service.

RIA?

What is a Registered Investment Advisor?

Registered Investment Advisors, or RIAs for short, operate pursuant to three characteristics:

1.

Fiduciary

RIAs operate under the fiduciary standard, which legally requires them to operate in the best interest of their clients. Other advisors can either operate under the fiduciary standard or something called the “suitability standard,” which says the products they sell a client only need to be “suitable” for their needs. We are uncomfortable with this standard as it allows too much room for conflict of interests. Instead, we strive to offer solutions that are only in your best interest.

1. Fiduciary

RIAs operate under the fiduciary standard, which legally requires them to operate in the best interest of their clients. Other advisors can either operate under the fiduciary standard or something called the “suitability standard,” which says the products they sell a client only need to be “suitable” for their needs. We are uncomfortable with this standard as it allows too much room for conflict of interests. Instead, we strive to offer solutions that are only in your best interest.

2.

Independent

Advisors associated with a larger firm can be limited by the firm to sell certain products and give particular advice. As a boutique, independent RIA, we do not have investment mandates, but rather work with our clients to find an investment approach that makes sense for your situation.

2. Independent

Advisors associated with a larger firm can be limited by the firm to sell certain products and give particular advice. As a boutique, independent RIA, we do not have investment mandates, but rather work with our clients to find an investment approach that makes sense for your situation.

3.

Personal

We gain a deep understanding of your goals, challenges, and path forward. When you work with Ascend, you have the attention of our whole team, but with the kind of personal attention you desire.

3. Personal

We gain a deep understanding of your goals, challenges, and path forward. When you work with Ascend, you have the attention of our whole team, but with the kind of personal attention you desire.

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