About
Ascension Wealth Strategies: Elevate Your Wealth with Purposeful Planning.
Steve Fehlenberg is 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. His multifaceted expertise allows him to navigate complexity with clarity and precision—helping clients ascend to new heights of financial success.
We formulate and coordinate a comprehensive suite of Wealth Advisory Services.
At Ascension, Steve leads with a curated, active, and collaborative approach—intentionally designed to grow and protect wealth across generations. As your strategic partner, he develops risk-aligned strategies tailored to your unique goals, ensuring that every decision supports your long-term vision and personal aspirations.
What distinguishes the Ascension experience is our dedication to elevating the client journey. Through technical excellence, integrated solutions, and a deep commitment to fiduciary care, we craft a financial path as distinctive and forward-thinking as the individuals we serve.
Advise
We deliver objective, conflict-free advice—working closely with your professional advisors to create a tailored integration of your business, estate, and trust structures with the goal of minimizing income and estate taxes, creating efficiencies, and foremost, ensuring your family goals are respected and achieved.
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 needs.
Partner
We uphold an unwavering duty of care and loyalty, always acting in your best interests. At Ascension, your goals are our highest priority.
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.
