$6 trn
UBS Group invested assets
As of 12/31/2024
Our mission is to be your trusted confidant, delivering strategic portfolio management and leveraging world-class resources to guide every aspect of your financial life with purpose, clarity and confidence.
Who We Serve
Corporate Executives
We help you maximize the value of your benefits package, manage the unique risks of concentrated stock, and confidently transition to your next chapter - whether that's retirement or pursuing an entrepreneurial path.
Retirees
We guide you through the complexities of drawing income from your portfolio, coordinating Social Security, managing RMDs, and building a lasting legacy for the next generation.
Business Owners
We support your growth by helping secure lending for expansion and liquidity, designing retirement plans, and advising on the full financial picture of running and transitioning a business.
Investment Approach
Ascension Wealth Advisors was founded on the belief that clients deserve more than passive advice and 'time in the markets.' Our team is dedicated to taking a proactive, disciplined approach to portfolio management - using every resource available to manage risk, rotate strategically, and rebalance portfolios with purpose. We focus on navigating changing markets with intention, ensuring our clients' wealth is positioned not just to endure, but to ascend.
Our Process
We have a designed a step-by-step framework to help you make an informed decision about working with us. Just as importantly, by the end of this process you'll have clarity on where you stand in relation to your life goals and the confidence to move forward.
1. Introductory Meeting:
A chance to get to know each other, understand your priorities and share how we work with clients.
2. Discovery & Goals Conversation:
We gather details about your financial picture, your family, and your vision for the future.
3. Initial Analysis Presentation:
4. Follow-up & Action Plan:
5. Onboarding & Implementation:
We streamline the paperwork and logistics, making the transition seamless for you.
6. Ongoing Wealth Plan Reviews:
We establish a regular review schedule to ensure your plan evolves as your life and goals do.
Your dedicated team of trusteed advisors.
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Senior Registered Client Associate
NMLS #947868
Senior Wealth Management Banker, UBS Bank USA
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Senior Registered Client Associate
NMLS #947868
Senior Wealth Management Banker, UBS Bank USA
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Leverage the vast capabilities of UBS
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
