What you can expect as our client
When you work with Ascential Wealth, you can expect a responsive, dedicated team focused on you. We consider our advisor-client relationship to be sacred. In fact, in an advisory relationship we hold a fiduciary duty, which means it is our responsibility to only act in your best interest. We take this responsibility seriously and strive to provide the best solutions for your life situation.
Developing a plan and strategy specific to you is always preceded by gaining an understanding of your financial picture, including your goals, time horizon and risk tolerance. We will clearly communicate our recommendations and the steps to make your plan work, and follow up regularly to measure progress and make any necessary adjustments.
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Our strategies are based on a long-term outlook that balances risks and opportunities to achieve more consistent results over time.* While the principles behind our strategies are the same, our advice considers your uniqueness. It’s why we’ll work hard to understand your goals and concerns and tailor an investment strategy and financial plan that truly fits your objectives, needs and life. We believe in putting your interests first, and as your needs change over time we can guide you through life’s many transitions.
*There is no assurance this objective will be achieved. Investing involves risk including the possible loss of capital.
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We aim to earn the privilege to serve as your financial advisor. It is common for our clients to call regarding a multitude of financial decisions such as investing in their company retirement plan, buying a car or purchasing a vacation property. We also regularly coordinate with our clients’ accountants and attorneys to address tax considerations or estate planning and wealth transfer issues.
You should always be able to reach a member of our team when you have a question or concern, and our clients are typically familiar with multiple members of our group. Clients benefit from our shared knowledge, as our team members have extensive experience and diverse professional backgrounds.
We have dealt with a broad range of issues that successful individuals face. Over the years, we have developed trusted, long-term relationships with our clients, and we frequently receive our clients’ referrals of friends, family members and business associates.
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After working for a major wirehouse, where the focus was more on corporate goals than those of our clients, it was important for us to create a culture that was more client centered. As an independent practice, we maintain an objective approach in our advice ‒ limiting conflicts of interest, pressure to sell proprietary products, and influences from outside funds or money managers.
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We are committed to communicating in a clear and straightforward manner on strategy, implementation, results and costs. We will meet with you on a regular basis to keep you informed. In a world of information overload, we will also do our best to highlight what is important and relevant to you.
