ABOUT US
Who We Are
Here at Ascension Wealth Management we work with a select group of clients to offer expert advice, for every life stage, to assist you in building, managing and protecting your wealth as you ascend toward your ultimate personal financial goals.
Ours is a goal-based planning process that takes a holistic approach that strives to learn and understand all aspects of our clients’ lives to develop an effective plan with portfolio assets to support your financial goals.
Consider Ascension Wealth Management your own personal financial Sherpa, helping to guide you to your financial summit. Working together, we identify strategies to help grow your wealth, fund your lifestyle both today and tomorrow and protect what’s important to you.
WHY CHOOSE US
PROFESSIONAL AND EXPERT ADVICE
FOR EVERY LIFE STAGE
EXPERT ADVISORS
With more than 15 years’ experience, assisting clients with a very diverse set of circumstances and needs, we’ve got the strategies and solutions for you!
PERSONALIZED APPROACH
We understand that each of our clients have very specific needs and our strategies are tailored to meet those needs.
TRANSPARENT COMMUNICATION
We’ll discuss all your options, along with the pros and cons to each strategy, before assisting you in making the “right” decision for you.
COMPREHENSIVE SERVICES
Whether it be Risk Management, Business, Financial or Retirement Planning or Investment evaluation and advisement…we’re here for you.
CLIENT-CENTRIC PHILOSOPHY
We realize this is all about you. We are nimble enough to ensure each solution we offer suits your specific needs.
FLEXIBILITY
We are as flexible as our clients’ need us to be. We offer simple, solid solutions, as well as many new and “cutting edge” strategies to keep our clients on track to their retirement summit.
TRANSPARENT COMMUNICATION
We’ll discuss all your options, along with the pros and cons to each strategy, before assisting you in making the “right” decision for you.
PERSONALIZED APPROACH
We understand that each of our clients have very specific needs and our strategies are tailored to meet those needs
EXPERT ADVISORS
With more than 15 years’ experience, assisting clients with a very diverse set of circumstances and needs, we’ve got the strategies and solutions for you!
COMPREHENSIVE SERVICES
Whether it be Risk Management, Business, Financial or Retirement Planning or Investment evaluation and advisement…we’re here for you.
CLIENT-CENTRIC PHILOSOPHY
We realize this is all about you. We are nimble enough to ensure each solution we offer suits your specific needs.
FLEXIBILITY
We are as flexible as our clients’ need us to be. We offer simple, solid solutions, as well as many new and “cutting edge” strategies to keep our clients on track to their retirement summit.
OUR SERVICES
What We Do
We offer a complete and holistic suite of services to meet whatever needs or challenges you may have, as you navigate toward financial independence
Are you ready
to Begin the Journey to Your Financial Summit?
Let's Start Today!
Let us help you take the first step towards the financial freedom and long – term security. Our Dedicated team of experts is here to guide you through personalized stratergies testicated to your goal
Resources
Security Benefit
Capital Group/American Funds
Social Security Website
Retirement Calculators
- https://app.honestmath.com/scenario/configure/personal
- https://www.nerdwallet.com/calculator/retirement-calculator
- https://www.financialmentor.com/calculator/best-retirement-calculator
- https://www.calcxml.com/calculators/retirement-calculator
- https://www.calcxml.com/calculators/ret10
- https://www.calcxml.com/calculators/are-my-current-retirement-savings-sufficient
- https://www.calcxml.com/calculators/i-am-retired-how-long-will-my-savings-last
Miscellaneous Information
Direct Indexing Investing:
Trusted Partners
Samantha Covey Real
Estate
- (315) 481-9648
Kersey Insurance Agency
(Medicare Supplement Plans)
- Scott D. Kersey
- (315) 288-4631
Melvin & Melvin Law
- Justin A. Tarantino
- (315) 422-1311
Copyright © 2025 All Rights Reserved By Ascension Wealth Management
Osaic FORM CRS
Securities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth, Inc is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.
This communication is strictly intended for individuals residing in the states of FL, GA, NC, NY, OH, SC, and VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
