Empowering You to Achieve Your Financial Dreams
Welcome to Ascension Wealth Management, your trusted partner in financial planning and wealth management. We empower individuals and businesses in Cincinnati and beyond to reach their financial goals through personalized strategies and comprehensive solutions.
Our Mission
Our mission is to provide personalized financial guidance, tailored to each client's unique needs and aspirations. We believe in building lasting relationships built on trust, transparency, and open communication.
Who We Are
Our team of experienced professionals holds various professional designations and boasts extensive knowledge in diverse areas of financial planning. We are dedicated to staying abreast of industry trends and regulations to offer our clients the most current and innovative solutions.
What We Do
We offer a comprehensive range of financial services to individuals and businesses, including:
**Estate Planning
- Developing comprehensive estate plans including wills, trusts, and power of attorney
- Guidance on probate and estate tax reduction strategies
Retirement Planning
- Developing customized retirement plans for individuals and businesses
- Analyzing employer-sponsored plans like 401k and 403b
- Consulting on IRA options and Roth conversions
Financial Planning
- Comprehensive analysis of your financial situation
- Development of personalized goals and objectives
- Implementation and monitoring of your financial plan
Wealth Management
- Portfolio management and asset allocation
- Risk management strategies to protect your wealth
- Guidance on various investment products and services
Our Approach
We take a collaborative and personalized approach to financial planning. We work with clients to:
- Understand their unique financial goals and aspirations
- Identify potential risks and opportunities
- Develop customized plans to address their specific needs
- Monitor and review their progress regularly
Our Values
- Integrity: We operate with the highest ethical standards and transparency.
- Professionalism: We deliver exceptional client service and personalized guidance.
- Client-centered: We prioritize your needs and goals in every interaction.
- Stewardship: We are committed to responsible investing and risk management.
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