Our Solutions
Comprehensive Financial Planning: Aligned with Your Aspirations.
At Ascension Wealth Strategies, we believe true wealth planning goes beyond numbers—it’s about creating a life of intention, resilience, and legacy. Our financial planning services are built on a foundation of deep understanding and strategic foresight, tailored specifically to the complexity and ambition of high-net-worth individuals and families.
We deliver a comprehensive planning experience anchored in ongoing engagement.
You receive personalized, proactive guidance across the following core areas:
Cash Flow Management & Planning
We help you maintain clarity and control over your financial inflows and outflows, aligning liquidity with lifestyle and long-term goals.
Entity Oversight
We help you maintain the integrity and proper function of your various business entities and trusts.
Investment Integration
Your investment assets are coordinated with your investment advisor and within your overall financial strategy to ensure alignment with your long-range objectives and risk profile.
Banking & Financing Support
From lending solutions to liquidity events, we collaborate with your banking partners or introduce the right resources to meet your evolving financing needs.
Tax Coordination & Optimization
Working in concert with your CPA, investment advisor, and attorney we support tax-efficient strategies that preserve wealth and enhance after-tax outcomes.
Risk Oversight & Protection Planning
We assess and monitor potential exposures—ensuring that insurance and risk management frameworks are aligned with your financial structure and goals.
Estate Planning Guidance
We work closely with your estate attorney or advisors to support thoughtful strategies that preserve and transfer wealth according to your intentions.
Charitable Planning
Whether giving is personal or strategic, we help design efficient charitable gifting strategies, integrating philanthropy into your personal, business, and estate planning.
Cash Flow Management & Planning
We assist in preparing the next generation through guidance, communication frameworks, and educational strategies—ensuring that your legacy is as intentional as your wealth.
Through a sweeping planning process, we guide you through every stage of your financial journey—empowering you to navigate with purpose, clarity, and confidence.
