Ascension Wealth Management, LLC is an independent, fee-only Registered Investment Adviser founded in 2008. The firm operates as a fiduciary, committed to providing objective and comprehensive financial planning and investment management services. Its mission is to help clients navigate complex financial decisions and achieve their long-term goals through a personalized process that includes wealth management, retirement planning, estate planning, and tax strategies. They cater to a diverse clientele including high-net-worth individuals, families, and institutional clients.

Founded in

United States