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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: ASCENT WEALTH MANAGEMENTCRD Number: 305915Annual Amendment All SectionsRev.
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01
Gather all your financial documents such as bank statements, investment statements, tax returns, and insurance policies.
02
Schedule a meeting with a financial advisor at Ascent Wealth Management Group.
03
During the meeting, discuss your financial goals, risk tolerance, and investment preferences.
04
Review the recommendations provided by the financial advisor and ask any questions you may have.
05
Sign any necessary paperwork to open accounts or make investment decisions.
06
Regularly review your financial plan with your advisor and make adjustments as needed.

Who needs ascent wealth management group?

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Individuals who want personalized financial planning and investment management services.
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Business owners looking to optimize their company's finances and investments.
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High net-worth individuals who require sophisticated wealth management strategies.
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Anyone seeking professional guidance on retirement planning, tax optimization, or estate planning.
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Ascent Wealth Management Group is a financial services firm that provides investment advice, financial planning, and wealth management solutions to individuals and businesses.
Individuals and entities that are clients of Ascent Wealth Management Group and are seeking to report their financial information may be required to file based on their investment activities and financial reporting needs.
To fill out the ascent wealth management group forms, clients must gather their financial documents, complete the necessary fields regarding income, investments, and financial goals, and submit the forms to the firm for review.
The purpose of Ascent Wealth Management Group is to help clients achieve their financial goals through personalized investment strategies, comprehensive financial planning, and ongoing financial education.
Clients must report their personal identification information, income sources, current assets, investment portfolios, and any liabilities as part of their financial reporting.
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