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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.