LET'S CONNECT
Let's find out if we're a good fit.
The first conversation is about you. Where you are, what you're working toward, and what a coordinated financial plan could look like for your situation. No pitch. No pressure. Just an honest conversation.
What to Expect
Here's how it works
Step 1: Schedule your intro call.
Pick a time that works for you. The call typically runs 20 to 30 minutes and is completely free.
Step 2: We prepare.
We'll review everything you share in the form below before we meet, so our first conversation is focused on what matters most to you.
Step 3: We decide together.
If there's a fit, we'll walk you through exactly what working together looks like. No vague proposals. No obligation.
Prefer to Reach Us Directly?
We're happy to hear from you!
Scott Thomas
Founder & Wealth Advisor, Ascension Wealth Advisors
Contact Information
Office Hours:
Monday-Friday: 8am-5pm
Phone:
(615) 584-8326
Email:
Scott Thomas, President
Locations
South Carolina
Ascension Wealth Advisors
1671 Bell Isle Avenue, Suite 110V
Mt. Pleasant, SC 29464
Tennessee
Ascension Wealth Advisors
107 West Lytle Street
Murfreesboro, TN, 37130
Mount Pleasant, South Carolina
Murfeesboro, Tennessee
Tell us a little about yourself. The more context you share, the more useful our first call will be.
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"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.