Your Personal Stewardship Office
Ascension Stewardship Office, LLC
Bringing Clarity to Complexity Through Coordinated Stewardship
When Success Creates Complexity
As life becomes more successful, it often becomes more complex.
Investments. Taxes. Estate planning. Business interests. Asset protection. Charitable giving. Family legacy.
You may already have trusted professionals helping in each of these areas. But who is helping ensure they’re working together?
The Ascension Stewardship Office was created to help bring every important part of your financial life together through thoughtful coordination, trusted relationships, and intentional stewardship.
Our purpose is simple: to help you make wise financial decisions with clarity, confidence, and purpose.
Most professionals focus on one area of your financial life. We focus on helping the whole picture work together.
We don’t necessarily replace your trusted advisors. We help orchestrate their expertise so your investment, tax, estate, insurance, business, charitable, and legacy strategies remain aligned with your goals and values.
A Family Office Approach
Made Accessible
Virtual Family Office
The Virtual Family Office model has long been reserved for the ultra-wealthy. We’ve made it accessible for families and business owners who deserve that same level of coordination and care.
As your Private Wealth Manager, Scott brings together CPAs, estate attorneys, insurance professionals, and any other specialists your situation calls for, so everyone works from the same strategy, and every decision moves in the same direction.
Our Wealth Coordination Process
Every meaningful relationship begins by listening.
Before strategies are discussed or recommendations are made, we take the time to understand your family, your values, your goals, and what matters most to you.
Only then do we begin building a coordinated path forward.
Complimentary Stewardship Conversation
The Architecture for Clarity
Solution Implementation Phase
Client makes the ultimate decision, always in control
Stewardship Diagnostic™
Six Pillars + CIQ Stewardship Blueprint: Personal Planning Focus and Business Planning Focus
Diagnostic establishes priorities
Explore: identifies specialists
Deeper dive: proactive orchestration
Specialist presents planning options and education
Tax Planning Phase
Tax planning is complex
Diagnostic establishes tax priority
Deeper dive: preliminary tax saving calculations
ROI meeting: services outline high-level tax plan
Tax plan review: advanced tax planner walks through details of tax plan
Education and due diligence: tax specialist provides robust strategy education for your due diligence
Implementation phase: tax specialist implements strategy
Where Every Engagement Begins
The Stewardship Diagnostic™
Every engagement begins with a comprehensive Stewardship Diagnostic. Together, we evaluate the Six Pillars of Stewardship to identify opportunities, uncover potential gaps, and establish priorities:
Investment Architecture
Aligning your investment strategy with your long-term vision.
We architect and manage your investment as your investment advisor through the advisory services of Ascension Wealth Advisors LLC., to make sure your portfolio strategy reflects the rest of your Stewardship Blueprint. We may look at diversifying your income streams to mitigate risk from concentrated entrepreneurial single income risk. Portfolio investment management itself is handled by Ascension Wealth Advisors, LLC., a Registered Investment Adviser, not the Stewardship Office.
"A portfolio designed for your life, not someone else’s."
Tax Engineering
Keeping more of what you’ve earned.
Thoughtful tax planning can significantly enhance long-term wealth. We coordinate proactive tax strategies with CPA’s and other professionals to improve after-tax outcomes throughout every stage of life.
"It’s not what you earn. It’s what you keep."
Wealth Transfer Design
Preparing your legacy with intention.
Your wealth should serve those you love and the causes you care about. We help coordinate estate planning strategies that seek to transfer assets efficiently while honoring your family’s values and long-term vision.
"Leaving more than an inheritance — leaving a legacy."
Asset Protection Systems
Protecting what you’ve worked so hard to build.
Every wealth plan should consider risk. We help identify planning opportunities and coordinate with qualified legal, insurance, and risk professionals to help protect your family, business, and accumulated wealth.
"Building financial confidence includes protecting what matters most."
Strategic Charitable Giving
Transforming wealth into lasting impact.
Generosity is one of stewardship’s greatest expressions. We help clients evaluate charitable giving strategies that can maximize impact while integrating tax-efficient planning and long-term philanthropic goals.
"Because significance outlives success."
Succession Architecture
Preparing the next chapter before it arrives.
Whether transitioning a business, preparing the next generation, or planning for retirement, succession should be intentional, not reactive. We help coordinate planning so transitions occur according to your vision rather than circumstance.
"The greatest transitions deserve the greatest preparation."
Your Deliverable: The Ascension Stewardship Blueprint™
A personalized roadmap designed to organize priorities, identify planning opportunities, and coordinate the next steps with your trusted professional team.
From Blueprint to Ongoing Stewardship
Partners in Planning™
A blueprint creates direction. Stewardship requires ongoing attention.
Following your Stewardship Diagnostic, you may choose an ongoing stewardship engagement designed to keep your financial life coordinated as opportunities, circumstances, and seasons of life change.
Quarterly Partners in Planning includes:
Quarterly stewardship meetings
Stewardship Blueprint updates
Coordination with your trusted advisors
Progress reviews
Accountability for agreed-upon priorities
Identification of new planning opportunities
Executive Partners in Planning
Designed for families, entrepreneurs, executives, and business owners whose financial lives require a greater level of coordination, with customized meeting schedules, enhanced collaboration with specialists, strategic oversight, and ongoing stewardship leadership.
Your Professionals, Working from the Same Playbook
Independent Professional Network
The Ascension Stewardship Office orchestrates a network of independent professionals including attorneys, CPAs, insurance professionals, valuation specialists, and charitable planning consultants so every strategy in your financial life moves in the same direction.
These professionals are independent of Ascension Wealth Advisors, LLC. and are solely responsible for the advice and services they provide. A proactive discovery process helps identify exactly which experts your situation calls for.
Stewardship Resources
We believe an informed client is a confident one.
We invest in our clients’ financial education because we’ve seen what it produces. People who understand the principles behind their decisions make better choices. They stay the course when markets get uncomfortable. They build real, lasting wealth. And they give more generously along the way.
Scott works with every client to strengthen their financial thinking alongside their plan. And we’re building a broader community for those who want to go deeper.
Coming soon:
Faith and Finance workshops for individuals, couples, and families
Business owner peer gatherings and community events
Speaking and teaching engagements
Multi-day workshops and retreats
What Clients Want to Know
Frequently Asked Questions
Is the Ascension Stewardship Office, LLC the same as Ascension Wealth Advisors, LLC?
No. Ascension Wealth Advisors, LLC is a Registered Investment Adviser that manages your investments as a fee-only fiduciary as regulated Investment Advisory Services in our home State of South Carolina Attorney General’s Office through the Investment Adviser Securities Division in Columbia, SC.
The Ascension Stewardship Office, LLC is a separate coordination platform that is non-regulated and helps orchestrate and align the other professionals and specialists through a coordinated Virtual Family Office Model. ASO itself does not provide legal, tax, accounting, or investment advisory services. Each Professional Specialist through their own professional licensure that is introduced to the client is engaged with separate agreements with each practitioner or service.
Do I have to already be an Ascension Wealth Advisors client to use the Stewardship Office?
No. Virtual Family Office services through the Ascension Stewardship Office, LLC are a distinct offering of coordination and platform services.
What does the Stewardship Diagnostic cost?
There is no cost for the initial Stewardship Diagnostic conversation interview.
The Stewardship Diagnostic™ is a 50 question and Discovery Asset Map designed to help identify and prioritize what matters most to you and where greater attention may be needed across our Six Pillars of Stewardship.
Rather than trying to address everything at once, we help you prioritize the areas that deserve attention now while appropriately setting aside matters that can be addressed later.
If our conversation interview reveals opportunities for deeper planning, analysis, or coordination, we will clearly explain the scope of any proposed Stewardship Office engagement and its associated fee before you decide whether to move forward.
There is no obligation to become an Ascension Wealth Advisors, LLC client or to engage the Ascension Stewardship Office, LLC.
Do I have to share your Christian faith to work with you?
No. You don’t have to be a Christian to work with us. But if your values matter to you in how your finances are managed, you’ll find a home here.
Who are the "independent professionals" you coordinate with?
CPAs, estate attorneys, insurance professionals, valuation specialists, charitable planning consultants, and other subject-matter experts, all independent of Ascension Wealth Advisors and responsible for their own advice.
Does the Stewardship Office provide investment, tax, or legal advice?
No. The Ascension Stewardship Office, LLC provides and delivers stewardship coordination, education, facilitation, and project management services. It does not replace the advice of your attorney, CPA, insurance professional, or registered investment adviser.
LET'S CONNECT
"God Owns It All. We Help You Steward It Well."
A coordinated plan. A fiduciary you trust. A strategy built around who you are and what you believe.
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Copyright 2026 Ascension Wealth Advisors. All Rights Reserved.
"Nothing on this site constitutes personalized investment, legal, tax, or accounting advice — consult the appropriate professional for your situation"
Investment advisory services are offered through Ascension Wealth Advisors, LLC, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Advisory services are provided only pursuant to a written Investment Advisory Agreement.
The Ascension Stewardship Office, LLC ("ASO") is a non-advisory planning and coordination platform designed to facilitate collaboration among independent professionals, which may include attorneys, certified public accountants, insurance professionals, valuation specialists, charitable planning consultants, and other subject-matter experts. These professionals are independent of Ascension Wealth Advisors and are solely responsible for the services they provide.
Unless otherwise stated in a written advisory agreement, services provided through the Ascension Stewardship Office are separate from Ascension Wealth Advisors, LLC’ investment advisory services and may not be offered in an investment advisory capacity. Ascension Wealth Advisors, LLC does not provide legal, tax, or accounting advice. Clients should consult their own qualified legal, tax, and accounting professionals before implementing any strategy.
References to biblical stewardship or faith-based principles reflect the firm’s philosophy and are not intended to imply that investment results or financial outcomes are guaranteed.