David Dunn Wealth Advisor

We recognize that your personal financial picture includes so much more than insurance and investments - which is why we’ve developed a customized approach that begins with understanding your goals, priorities, and lifestyle. As a client-focused, full-service wealth management firm, Ascent Wealth Solutions offers a variety of financial services (such as estate, tax, and legacy planning) that result in a holistic financial plan and coordinated strategies tailored to your entire wealth picture.

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.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bellevue, WA area, Steven Jennings will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.