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720 Sixth Street South, Suite 100, Kirkland, WA 98033

425.658.0530
AscentWealthSolutions@pcrg.com
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Financial Planning for Equity Compensation, Business Owners, and High-Net-Worth Families

Success brings decisions that rarely arrive one at a time. Our advisors help technology professionals, business owners, and families turn equity compensation, company stock, business ownership, and growing wealth into one coordinated plan, built to evolve as your career, business, and family change.

Each advisor brings a distinct focus, from concentrated stock and tax-aware investing to qualified retirement plans and legacy planning. Meetings are virtual, so we work with clients across the Seattle area and around the country.

WHY PEOPLE COME TO US<br/>

WHY PEOPLE COME TO US

At some point, most people reach a stage where their financial life needs more structure. Income grows. Responsibilities increase. Decisions become more connected. What used to be simple now affects taxes, investments, retirement, family, business, and legacy.

People rarely seek financial advice because they want a plan in the abstract. They seek it because they are facing real decisions:
●        Should I keep holding company stock, or start to diversify?

●        Can I retire sooner than I expected?

●        Which retirement plan makes sense for my business?

●        How do I turn savings into retirement income?

●        How do I protect my family and still keep growing?

Our role is to slow the conversation down, understand what matters most, and help organize those decisions into one coordinated strategy.

Financial Decisions We Help You Navigate

We help clients organize the decisions that shape their financial lives. Depending on your situation, that work may include:
●        Managing equity compensation and concentrated company stock

●        Building and maintaining an investment strategy

●        Preparing for retirement and future income needs

●        Evaluating business retirement plans and owner-level planning

●        Coordinating tax-aware planning conversations with your CPA

●        Protecting your family through risk management and insurance planning

●        Planning for education, estate, charitable, and legacy goals


The goal is simple: understand where you are, clarify what matters, and help each decision support the next.

Let’s Get Started

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Our Process

Every meaningful financial journey begins with understanding where you are today. Our process is designed to simplify complexity, prioritize what matters most, and provide ongoing guidance as your life, career, family, and goals continue to evolve.

Base Camp

We begin with a straightforward introductory conversation to understand your goals, priorities, and current financial picture. We explain how we work and what to expect.

The Climb

We develop your planning strategy, review recommendations, and explain how each piece fits within your broader financial direction.

 

Summit & Beyond

Planning continues over time. We stay engaged, revisit the plan when needed, and make adjustments as life, markets, and priorities evolve.

Learn More About Us

About Us

Who We Often Work With
Every client is different, but many share one thing: their financial lives have grown more complex than they used to be. Careers have advanced. Businesses have grown. Families have changed. Wealth has accumulated. The decisions now require more coordination.

Technology & Corporate Professionals

We help engineers, developers, product leaders, executives, and other professionals organize the moving pieces that come with layered compensation. This includes professionals early in their wealth-building years as well as those managing significant equity. Common topics: equity compensation, RSUs, stock options, ESPPs, concentrated company stock, retirement benefits, tax-aware investing, career transitions, and long-term planning.

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Business Owners & Entrepreneurs

We help owners coordinate decisions that affect both the company and the family, from solo entrepreneurs and professional service firms to family-owned companies and owners preparing for transition. Common topics: retirement and qualified plans, cash flow, tax-aware planning, succession, business value, protection planning, and preparing for an eventual sale.

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Family Wealth & Legacy Management

We work with families who are focused on retirement clarity, long-term security, and intentional legacy planning. As wealth grows and life transitions occur, decisions often become more interconnected and require coordinated strategy. This commonly includes:

  • Retirees and pre-retirees preparing for income distribution
  • High-net-worth households managing significant investable assets
  • Families navigating business sales or liquidity events
  • Multigenerational families coordinating estate and gifting strategies
  • Charitably inclined households integrating tax-efficient giving
  • Families seeking a coordinated, family-office style planning approach

These situations frequently involve structuring retirement income, separating assets intended for lifestyle from those designated for legacy, coordinating with estate attorneys and CPAs.

See If We Can Work With You
If your financial life has become more layered, we can help you decide whether Ascent is the right fit for the decisions ahead.

Schedule a Consultation
Financial Planning Should Not Happen in Silos

Financial Planning Should Not Happen in Silos

Your financial life is connected. Investment decisions affect taxes. Tax planning shapes retirement. Business decisions influence family wealth. Estate planning protects what you have built.

Our work begins by understanding your goals, priorities, and how your financial life actually works. From there, we coordinate planning around investments, retirement, taxes, risk protection, business ownership, and legacy so each decision supports the bigger picture.

Based in Kirkland, Washington, we work with clients throughout Bellevue, Redmond, Kirkland, Woodinville, Renton, Issaquah, Snohomish, and the greater Seattle area, as well as clients across the country who value a steady, thoughtful planning relationship.

Our Approach

Our Approach

How we coordinate planning, investments, taxes, risk, and legacy into one ongoing relationship

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Meet the team

Meet the team

Get to know the advisors and team members who support Ascent clients

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Resources

Resources

Articles and educational content on the financial decisions our clients ask about most

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Ready to Start a Conversation?

If your financial life needs more structure, clarity, or coordination, we would welcome the opportunity to learn more about your goals..