Broker Check

From the CEO

Welcome to the Ascendant Financial Solutions, Inc. website.

I started this firm nearly three decades ago based on several core philosophies: Independence, Integrity, and Transparency. Additionally, that we would provide recommendations only after a comprehensive understanding of your current financial situation, your values and goals. Prospective clients can take advantage of our second opinion service, designed to help quantify your current position and how it relates to your values, long term goals and dreams.

Our entire team consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that everyone truly cares about listening to your needs and setting up a plan accordingly. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Many people would like to leave a mark on the world, whether large or small, in the form of their legacy. Whatever your passions in life–from philanthropy to family–your legacy should reflect these passions. At its core, a legacy is built on your personal values and how you choose to share those values to make an impact on the world. Your legacy also comprises your experiences as a person. Furthermore, a legacy isn’t just what’s left behind when you’re gone; it can be a part of creating a purposeful and satisfying life for yourself, and your family, in the present. Comprehensive Wealth Management allows you to not only transfer wealth but to intentionally pass down values, memories, and traditions all while living a purposeful life.

As financial professionals, it’s part of our duty to understand your values and priorities in life. Our goal is to help you achieve the financial freedom and to think about higher priorities. We want to do our part to help you explore your motivations and create a more purposeful life. In our experience, one of the greatest benefits of working with professionals is the confidence of knowing that you have a team of caring experts on your side. We enjoy working with clients to define their personal values, goals and dreams and create lasting legacies for their loved ones and the causes they care about.

As you have any questions about your current financial situation or wish to schedule an appointment send us an email or give us a call.

Flagstaff 928-774-9598 or Phoenix 602-263-8065.

My best to you,

James D. Hoyt, CPWA®, CFS®