Ascent Wealth Management

Ascent Wealth Management Ascent Wealth Management
4195 E. Thousand Oaks Blvd. Suite 125
Westlake Village, CA 91362

Alternative tax strategies—whether energy investments, QOZs, or real estate structures—should be integrated into a broad...
05/22/2026

Alternative tax strategies—whether energy investments, QOZs, or real estate structures—should be integrated into a broader plan.

Isolated decisions may create unintended consequences across liquidity, estate planning, or long-term tax exposure.

In addition to upfront deductions, energy investments may provide percentage depletion, allowing a portion of income to ...
05/18/2026

In addition to upfront deductions, energy investments may provide percentage depletion, allowing a portion of income to be received tax-advantaged over time.

This creates a dual benefit: front-loaded deductions + ongoing tax efficiency.

Energy-related tax benefits typically offset ordinary income, which is taxed at higher rates than capital gains.For high...
05/15/2026

Energy-related tax benefits typically offset ordinary income, which is taxed at higher rates than capital gains.

For high earners, this distinction makes certain alternative strategies more impactful than traditional capital-loss harvesting.

IDCs can often be deducted in the year they are incurred, sometimes representing 60–80% of the initial investment.This c...
05/09/2026

IDCs can often be deducted in the year they are incurred, sometimes representing 60–80% of the initial investment.
This can materially reduce taxable income—particularly valuable for investors facing top marginal tax rates.

High-net-worth investors frequently hold concentrated positions in business interests, real estate, or employer stock.Di...
05/05/2026

High-net-worth investors frequently hold concentrated positions in business interests, real estate, or employer stock.
Diversification requires intentional reduction of exposure over time, not forced liquidation.

A diversified portfolio includes a balance between liquid and illiquid assets. Too much illiquidity can limit flexibilit...
04/30/2026

A diversified portfolio includes a balance between liquid and illiquid assets. Too much illiquidity can limit flexibility during market stress or life events.
Liquidity planning is a core part of portfolio design.

Relying on a single income source—whether dividends, business income, or real estate—can create vulnerability.Diversifyi...
04/28/2026

Relying on a single income source—whether dividends, business income, or real estate—can create vulnerability.
Diversifying income streams across asset classes improves stability and resilience.

Private equity, private credit, and real assets can introduce return streams less correlated to public markets. However,...
04/23/2026

Private equity, private credit, and real assets can introduce return streams less correlated to public markets. However, they come with illiquidity, valuation lag, and complexity.
Diversification should balance both opportunity and access to capital.

True diversification goes beyond stocks and bonds. It incorporates asset classes, tax treatment, liquidity profiles, and...
04/21/2026

True diversification goes beyond stocks and bonds. It incorporates asset classes, tax treatment, liquidity profiles, and correlation behavior—especially in complex portfolios.
A well-diversified portfolio is designed, not defaulted.

Address

4195 E. Thousand Oaks Boulevard Suite 125
Westlake Village, CA
91362

Telephone

(805)3127200

Website

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