Ascension Financial
Ascend To Financial Success
Innovative Wealth Management Solutions
At Ascension Financial, we are dedicated to maximizing your wealth through a curated, active, and collaborative approach. As your trusted partner, we specialize in creating risk-appropriate investment strategies that align with your goals, ensuring they are designed to achieve your aspirations.
What sets us apart is our commitment to differentiating the client experience through our expertise and innovative solutions. Join us on your journey towards financial success and experience the Ascension.
What We Do
Our comprehensive suite of financial services includes financial planning, investment advice, wealth management, and portfolio management.
Advise
Provide Clients with truly objective investment advice, financial planning, wealth management and portfolio management on a discretionary or non-discretionary basis.
Manage
Construct and manage portfolios of high-quality, exchange-traded securities aimed at satisfying each Client’s unique medium to long-term investment objectives.
Partner
Maintain a steadfast commitment to the duty of care and loyalty. Serve the Client's best interests ensuring that their needs always come first.
Unlocking Financial Potential
Customized Solutions to Meet Your Aspirations
Partner with us to tailor your investment management strategies to meet your long term goals. Your customized journey begins here.
Transparent Fee Structure
We believe in transparency and offer a clear fee structure that ensures you understand the costs upfront without any hidden charges. Our rates are competitive, with an easy-to-understand annual advisory fee. For assets under management over $3,000,000, we provide a discounted rate. Rest assured, there are no additional fees, commissions, or performance-based charges – our commitment is to deliver value to our clients. Apart from our management fee, we only pass along Schwab's minimal platform trading fees and, where applicable, Schwab margin fees, ensuring a straightforward and cost-effective approach.
