Ascentis Information

We are built to manage the complexities of wealth so individuals, families, advisors, and institutions can keep growing. We support the growth of advisor-led businesses and elevate the client experience through a modern, advisor-first ecosystem. Our vision is to blend autonomy with infrastructure, creating a platform where advisors can ascend supported, but never constrained. Ascentis Wealth Holdings, LLC (“Ascentis”) is a holding company that owns or controls multiple Registered Investment Adviser (“RIA”) firms. Advisory services may be provided by Ascentis Wealth Management, Ascentis Asset Management and/or Ascentis Independent Advisors, investment advisers registered with the U.S. Securities and Exchange Commission. Each RIA affiliated with Ascentis operates as a separate legal entity and is solely responsible for its own advisory services, disclosures, and regulatory compliance. Registration as an investment adviser does not imply a particular level of skill or training. The information contained herein does not constitute a recommendation from any Ascentis entity to the recipient. Ascentis is not providing any financial, economic, legal, investment, accounting, or tax advice through this material or to its recipient. Neither Ascentis nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this material and any liability therefore (including in respect of direct, indirect, or consequential loss or damage) is expressly disclaimed. Content we post is believed to be reliable at the time it is made public; however we cannot guarantee any information is complete or accurate at all times.