Ascent Financial Advisors

Our Mission

Calvert Wealth Management was founded on the simple yet powerful idea of empowering individuals and small businesses to achieve their financial goals. We offer a comprehensive range of financial services designed to navigate you confidently through every stage of your financial journey.

Our Team-Centric Approach

We stand apart with our collaborative and client-centered approach. Our team of experienced financial professionals works together to tailor strategies specifically to your needs and goals. Regular team discussions ensure comprehensive review, brainstorming, and continuous refinement of your financial plan. You can rest assured that every member of our team has a profound understanding of your individual financial situation and aspirations.

Investment Management

• Develop and implement customized investment portfolios
• Identify and manage risk with a diversified approach
• Regular performance review and optimization

Financial Planning

• Comprehensive financial assessments
• Goal setting and prioritization
• Budget and expense management
• Retirement planning and analysis
• Estate planning and insurance review

Wealth Management

• Management of existing investments and assets
• Tax optimization strategies
• Cash flow analysis and budgeting
• Investment diversification and risk mitigation

What Sets Us Apart

Our commitment to excellence, quality, and unwavering client service sets us apart. We combine deep industry expertise with personalized attention and open communication. You will always be kept updated on your financial plan progression and receive clear explanations every step of the way.

Our Values

At Calvert Wealth Management, we firmly believe in:

• Excellence: We are relentless in our pursuit of the highest standards of service and expertise.
• Quality: We prioritize attention to detail and deliver reliable, well-researched solutions.
• Commitment: We are dedicated to building lasting relationships and fostering trust with our clients.

Our Team

Led by experienced professionals John T. Stone, Kelly C. Sheahan, and Nicholas T. Boyd, our team possesses diverse expertise in financial planning, investment management, and compliance. We are committed to providing our clients with the personalized attention and support they deserve.