Ascension Capital Advisors, Inc. offers expertise which lies in both INVESTMENT MANAGEMENT & COMPREHENSIVE PLANNING as we serve successful individuals, families, businesses, trusts and foundations. Our mission is to provide financial peace of mind to our clients and their families through our:
Most of our clients, like Will Rogers, are more interested in the “return of their money than the return on their money”. Consequently, our clients' portfolios are typically structured on a risk-adjusted basis so that returns are good, but risk is minimized. Since most of our clients are already successful, their priority is to protect what they have while also having their portfolio grow.
It has been said that if you aim at nothing, you’ll hit it every time. Planning, whether it is financial, estate, tax or risk management, is nothing more than deciding where you want to go and letting us help get you there.
While it has also been said that no one cares more about your money than you do, we believe that we take a close second. Our top priority is to understand your financial goals and help you stay on track to achieve them.
Contact us today to learn more about Ascension Capital Advisors, Inc.