Preservation and growth of invested capital, tax planning and wealth transfer are common wealth management goals of our clients. Integrated wealth management employing the collaborative efforts of a multidisciplinary team of professionals (investment advisory, tax, estate planning, philanthropy and risk management) can achieve efficiency and increase the probability of reaching these goals in the oversight and management of a client’s wealth.
Our processes are designed to integrate, optimize and coordinate these multiple disciplines to provide the best wealth management available for individuals and families. With planning as the rudder and your portfolio as the engine, Ascension Wealth Advisors will help pilot your financial ship to reach your goals.
