Wealth Guidance for Visionary IndividualsBusiness Owners

Maximizing your wealth through a personalized, proactive, and collaborative approach.

We formulate and coordinate a comprehensive suite of Wealth Advisory Services.

Integrated Business, Estate, & Tax Planning, Investment & Risk Management Consulting

At Ascension Wealth Strategies, we are committed to maximizing your wealth through a personalized, proactive, and collaborative approach. As your trusted partner, we develop risk-aligned strategies tailored to your unique goals—strategies designed not just to grow wealth, but to realize your aspirations.

Advise

We deliver objective, conflict-free advice—working closely with your professional advisors to create a tailored… Learn More​​​​

Manage

We build a customized plan to actively monitor each client’s business, estate, and lifestyle objectives—whether short, medium, or long term—based on their evolving need

Partner

We uphold an unwavering duty of care and loyalty, always acting in your best interests. At Ascension, your goals are our highest priority.

Elevated Wealth Guidance

What We Do

We solve problems, create efficiencies, and increase net worth.

• Ensure your business, estate, and investment structures minimize taxes.

• Organize and coordinate interaction with your trusted professionals.

• Provide accountability for the success of your family goals.

• Coordinate effective risk management across your businesses, estate,
and personal holdings.

Risk-aligned strategies tailored to your unique goals

Steve Fehlenberg MAcc, CPA, J.D.

A trusted advisor to closely held business owners and high-net-worth individuals, offering a valuable combination of experience as a seasoned attorney, CPA, and Registered Investment Advisor.

meet our advisorsmeet our advisors

Your goals are our highest priority

We build a customized plan to actively monitor each client’s business.

View Our SolutionsView Our Solutions

We deliver objective, conflict-free advice

We maximize your wealth through a personalized, proactive, and collaborative approach.

Let’s Begin the JourneyLet’s Begin the Journey

What our clients are saying about Ascension

They elevate your financial life with clarity, purpose, direction, and confidence.

Rating 5.0 (39 total reviews)

I started investing with this company as a novice, and they’ve been instrumental in my financial growth. Their team guided me through various investment options and strategy that suits my risk tolerance.

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Daniel Thompson

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This financial company has been a solid partner in managing my investments. The team provides regular updates and insights into market trends, which I find incredibly valuable & helpful.

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Linda Martinez

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I’ve been a client with this investment company for over decade and their commitment to delivering results never ceases to amaze me. They’ve helped me achieve my long-term financial goals.

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Edward Miller

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