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For Individuals

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Estate planning

An important aspect of wealth management is guidance on how to preserve and transfer wealth to future generations. Estate planning is the systematic approach to ensure the orderly transfer of assets to heirs and beneficiaries while minimizing estate taxes, probate costs, and potential family disputes in order in the event you become mentally incapacitated or die.

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Financial planning

Invest Ascent wealth advisors aims to meet your needs by understanding your priorities and placing them at the heart of your personal wealth management strategy. Our intention is to develop long-term partnerships with our clients based on mutual trust. At the forefront of that process you’ll find our dedicated private wealth advisors.

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Retirement Planning

Invest Ascent help clients plan for a secure and comfortable retirement by evaluating a client's current financial situation, including income, assets, liabilities, and expenses. We work with clients to establish clear retirement goals, such as desired retirement age, lifestyle expectations, and by estimating retirement expenses, maximizing retirement savings accounts, optimizing Social Security benefits, and developing withdrawal strategies during retirement.

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Risk Management

At Invest Ascent, we have term of experts who can help clients identify, assess, and mitigate various financial risks, including market volatility, longevity risk, inflation, healthcare costs, and unexpected events such as disability or premature death. Strategies may include insurance solutions such as

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Tax Planning

We employ various strategies to minimize tax liabilities and optimize after-tax returns for clients. This includes tax-efficient investment strategies, retirement account contributions and distributions planning, charitable giving strategies, and estate tax planning.

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