Our Family 1- Blue
We’re Guiding You Higher

Empowering Generations to Reach New Financial Heights

At Freel Ascent Financial, we believe that financial knowledge is the foundation of independence and security. Our mission is to empower individuals, families, and businesses with the tools and education needed to achieve financial stability and build a lasting legacy. With a commitment to excellence and a passion for helping others, we guide you in understanding, managing, growing, and protecting your wealth, enabling you to make intentional, confident decisions. We prioritize long-term relationships and proactive support, ensuring you have the professional guidance needed to navigate your financial journey with clarity and peace of mind.

Together, we'll help you ascend to new heights of financial success and live a fulfilling life today and in the years to come.

Our Family 2- Blue

Our Mission

Our mission is to provide an array of financial solutions that empower individuals, families, and businesses to achieve their financial goals and secure their futures.

We offer solutions designed to meet each client's unique needs, including insurance and investment strategies. We focus on building lasting relationships and providing personalized guidance that goes beyond transactions.

With unwavering integrity, transparency, and a client-centric approach, we create a foundation of trust and empowerment for those we serve. Our goal is to make financial knowledge accessible and empowering to help provide cost-conscious solutions to best meet your needs.


Your Financial Guide

Navigate your financial journey

Freel Ascent Insurance & Financial Services provides a unique approach to financial guidance, inspired by the journey of hiking up a mountain. With services thoughtfully organized in stages, we empower you to reach your financial summit step-by-step. Based in the breathtaking surroundings of South Lake Tahoe, our experienced team is dedicated to walking alongside you, ensuring you make informed decisions every step of the way. Join our 'Trusted Circle' for access to a network of local professionals who add extra value to your journey.