Ascension Capital Advisors, INC.

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Ascension Capital Advisors 0 Skip to Content CONTACT Open Menu Close Menu CONTACT Open Menu Close Menu Guided by values, focused on value. Ascension Capital is devoted to serving, advising, and empowering our clients. Investment Management We create custom portfolios for every client, because we know everyone’s needs and goals are different. Clients hire us to manage IRAs, taxable brokerage accounts, 401(k)s, trusts, endowments, and other retirement accounts. Diversified allocations span equities, fixed income, and non-traditional asset classes (alternatives). Services include: Customized investment strategies Strategic + risk-managed portfolios Ongoing education and communication Access to alternative investments LEARN MORE Comprehensive Planning Families and business owners have planning needs that go well beyond investments. Ascension Capital has Certified Financial Planners who can guide you in the financial planning process, and we can work with other advisors (CPAs, tax attorneys, estate attorneys) to coordinate the elements of your plan. Services include: Financial planning Estate planning Tax planning Asset protection LEARN MORE Corporate Retirement Plans Ascension Capital focuses on managing 401(k) plans for small- to mid-size businesses. We have three core beliefs for maximizing a 401(k) plan’s potential: simplify the investment lineup, minimize expenses, and conduct ongoing research and due diligence to identify the most attractive investment options available in t

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