Devoted to building strong, lasting, and trusting relationships with our clients.

Who We Serve

+ High-Net-Worth Families & Individuals
+ Small-to Mid-Size Business Owners
+ Trusts, Endowments, & Foundations
+ Companies with 401(k) Plans

Investment
Management

Customized portfolio management for every client based on their needs, objectives, and risk tolerance.

Comprehensive
Planning

Providing guidance and thoughtful advice on a family’s entire financial situation, not just investments.

Corporate
Retirement Plans

Helping companies and employees navigate and get the most out of their 401(k) plans.

How we serve you.

American families face a tall order of planning needs: investments, retirement, insurance, education, tax planning, estate planning—just to name a few.

Ascension Capital can coordinate all of this planning for you.

Ascension Capital specializes in investment and retirement planning. But at the end of the day, every aspect of financial planning has to work together and in harmony to produce the optimal result. The way you structure your wealth is crucial.

Ascension guides you in all aspects of the financial planning process by proactively working and coordinating with professionals you trust (CPAs, tax attorneys, estate planning attorneys, insurance agents, etc.) to ensure all parts of the plan are serving your needs.

What Our Clients Can Expect

  • Regular Reviews of Your Goals and Objectives

    Ascension clients have complete access to our team, and we’re frequently in touch. But we still believe it’s important to meet with you on a regular basis—to review your portfolio, discuss any changes to your family’s finances and goals, and to keep you informed of any changes to the strategy or our outlook.

  • Ongoing Eduation & Information

    Ascension is committed to keeping you and your family informed. Not only are we available over email or phone to answer your questions, we also regularly produce thought leadership insights and quarterly market updates.

  • Invested in Your Family

    To strengthen our bond with clients, Ascension has two initiatives in place: to spend time with our clients both professionally and socially, and to constantly update your family’s personal profile. We want to know what is important to your family, and what you value.

“As a fiduciary, we have a legal responsibility to act in our clients’ best interests. But we also take this responsibility personally—we treat our clients as we want to be treated, and we make decisions for our clients that we would make for ourselves.”

Paul Thompson Jr.

PORTFOLIO MANAGER
& CLIENT ADVISOR

Read Paul’s Bio

Want to speak directly to an Ascension team member?
Feel welcome to call, email, or request a meeting.