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

How we serve you.

Each planning area plays a distinct role, but the strongest outcomes come when every part of your financial life is aligned and working together.

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.

Structuring income, spending, and savings to support near-term needs and long-term goals.
Planning for future income, withdrawal needs, and portfolio strategy to support a confident retirement.
Helping ensure retirement plan contributions, investment choices, and plan benefits are working effectively within the broader financial picture.
Building and managing portfolios aligned with your goals, time horizon, and risk tolerance.
Helping business owners think through growth, succession, liquidity, and planning decisions as part of their overall financial strategy.
Evaluating coverage needs to help protect income, assets, and long-term financial stability.
Creating long-term savings and investment strategies designed to build wealth over time.
Coordinating wealth transfer strategies to help protect your wishes, your family, and your legacy.
Aligning philanthropic goals with broader tax, estate, and legacy planning priorities.
Preparing for future education costs through thoughtful savings and funding strategies.
Coordinating tax-aware strategies across income, investments, distributions, and wealth transfer.

Investment
Management

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

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Comprehensive
Planning

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

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Corporate
Retirement Plans

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

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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.