“Helping the Legacy Thrive for Generations”
Our Approach
Personalized Services
We offer each and every one of our clients the care and attention they deserve. Leaving no stone unturned, our Investment Advisor Representatives dig deep to gain an accurate understanding of your current situation and learn about your goals so we can deliver advice on insurance, financial planning, taxes and legacy planning that is customized to you. Whether we are serving you remotely or in-person, we focus our attention on the detail and are committed to helping you work towards your goals.
Financial Fiduciaries
Every Investment Advisor Representative is designated to act as a fiduciary for their clients, regulated by the state of Minnesota. Our advisors are legally designated to act on your behalf, prudently managing your investments with a fiduciary standard through fee only, or fee based investment advice.
All our advice is rendered in the client’s best interest with your estate, legal and philanthropic goals in mind while providing you with full disclosure.
A Holistic Team of Professionals
We have strategic partnerships with a network of lawyers, Chartered Professional Accountants and estate planning attorneys who, upon our referral, can support you on your wealth-building journey. As a Ascent Advisors client, you can rest assured that a vetted and experienced community of professionals is there to support you by providing advice in specialized areas of personal finance including mortgages, reverse mortgages and real estate.