The Ascent Plan

Discover | Plan | Implement | Monitor & Update

Exclusive financial and retirement planning

We use The Ascent Plan with our clients to help you move through the various stages of planning:

  • Income Planning
  • Legacy Planning
  • Investment Planning
  • Healthcare Planning
  • Tax Planning

We know that change is always constant, so we work with you to incorporate new financial and life goals into your financial plan as conditions change. Ascend and rise above the peaks with a financial plan that ‘flexes and flows’ as life changes and your needs evolve.

  • Income Planning​
  • Investment Planning
  • Tax Planning
  • Legacy Planning
  • Healthcare Planning

Where Are You Now?

There are many paths to take, but if unfamiliar, the trek to your retirement goals becomes confusing. With your Teton Wealth guide you begin to trust the trail – as we blaze a path together with strategies to scale new heights.

Strategies To Help You Get There

Each step you take makes up the journey that becomes your life. We accomplish our goals with support from others, a strong compass that guides us when all seems lost, and a flexible financial plan with the wealth strategies that become the foundation to achieve what’s truly important to us.

Where Are You Going?

From clearing away the brush to defining how to implement what’s important to you, your Teton Wealth guide reveals the financial options, tax planning and risk management strategies to navigate the path ahead.

Staying The Course

Navigating the peaks and valleys that life brings us, the ups and downs of financial markets, and the emerging ways we choose to experience our worlds require that we course correct along the way. We’re here whenever your financial plan needs to adapt.

We Want To Help

Whatever your life circumstances, we want to be able to clear away any confusion you may have about the steps needed to have dependable income in retirement, along with a plan that protects you and your family from unforeseen events, and enables you to manage your wealth in a way that allows you to achieve the goals you want most for yourself and your family.

The Ascent Plan is founded upon the concept of holistic financial planning in which your financial goals and objectives are prioritized. You receive a written plan with the advanced steps that can enhance and safeguard your savings so you can retire and enjoy the lifestyle you’ve envisioned.

If you would like to find out more, contact us directly to

Schedule a complimentary
"Plan Your Journey" financial review.