Ascent Wealth Solutions

David Dunn Wealth Advisor is a financial services firm located in Bellevue, WA. The firm provides financial planning, investment management, and wealth management services to individuals and businesses. The firm has a team of experienced professionals who can help clients achieve their financial goals. The firm offers a wide range of services, including: * Financial planning: The firm helps clients develop a comprehensive financial plan that takes into account their current financial situation, goals, and risk tolerance. * Investment management: The firm manages client investments in a variety of asset classes, including stocks, bonds, and mutual funds.

Helping women and their families turn their money into lasting wealth. Successfully navigating a life transition that involves money can be as much about untangling the knot of emotion (and the maze of documents) as it is about getting the technical guidance to invest with confidence. As your advisor, our job is to help you find clarity in your current financial situation so that you can focus your time and energy on the things that bring you joy.