For most investors, making money isn’t an objective in and of itself. Returns are a means to an end – a way to ensure you can achieve the things you want for yourself, your loved ones and the causes you care about. In this light, it’s easy to understand why preserving wealth is such an important concern, especially amid the kind of volatility and uncertainty the investment markets have seen over the past decade.

At Ascension Wealth Advisors, we look at wealth management first and foremost as risk management. An intimate understanding of your goals, concerns, risk tolerance and time horizon informs every investment we recommend and every piece of advice we give. Because we know our job isn’t simply to help get you where you want to go; it’s also to help you avoid unpleasant surprises along the way.

Keeping the Big Picture in Focus

With access to award-winning equity research and expertise on the ground in the United States and throughout the developed and emerging markets, Ascension has a truly global perspective and is strategically aligned with access to those experts with deep investment knowledge that you need to navigate the evolving world. You have a dedicated team of experts in financial, estate and tax planning to put that knowledge to work toward your specific goals.