Vertical Ascent Wealth Management

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Vertical Ascent Wealth Management Welcome to Vertical Ascent Wealth Management! We're passionate about helping individuals and families achieve their financial goals.

Join us for expert advice, market updates, and tips to build a secure financial future.

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
11/02/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would...
11/01/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

This article examines one's options when receiving a work bonus or other financial windfalls.

10/31/2026

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need for proactive measures to protect against this pervasive threat.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
10/30/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

10/29/2026

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math might surprise you. Read on to see how time can do the heavy lifting for you.

Social Security has been a fact of retirement since 1935; how much do you really know about it?
10/28/2026

Social Security has been a fact of retirement since 1935; how much do you really know about it?

Here are five facts about Social Security that might surprise you.

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these i...
10/27/2026

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these important changes and what they mean for retirement strategy.

Keep your clients up to date with the implementations of the Social Security Fairness Act and what timelines to expect.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
10/26/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
10/25/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through t...
10/24/2026

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through the tradeoffs based on your tax situation.

Compare Roth and traditional 401(k) options to see which may work better for your situation.

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600 Stewart St, Suite 400
Seattle, WA
98101

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