ASCENTIALWEALTH.COM

Ascential Wealth Advisors | Duluth, MN

You’ve achieved a substantial level of success in your life. Commendably, your work ethic and responsible actions have undoubtedly helped you arrive at this point. Your standards for choosing a financial team should be equally as high. While you understand that wealth is a privilege, you also know it carries the responsibility of prudent stewardship. Learn more about what makes us different. 11 East Superior Street. Duluth, MN 55802. Phone: 218.336.2500. Toll-Free: 888.840.8299.

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Ascential Wealth Advisors | Duluth, MN | ascentialwealth.com Reviews

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You’ve achieved a substantial level of success in your life. Commendably, your work ethic and responsible actions have undoubtedly helped you arrive at this point. Your standards for choosing a financial team should be equally as high. While you understand that wealth is a privilege, you also know it carries the responsibility of prudent stewardship. Learn more about what makes us different. 11 East Superior Street. Duluth, MN 55802. Phone: 218.336.2500. Toll-Free: 888.840.8299.

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2 our practice

3 services

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6 resources

7 investor access

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9 member finra

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Ascential Wealth Advisors | Duluth, MN | ascentialwealth.com Reviews

https://ascentialwealth.com

You’ve achieved a substantial level of success in your life. Commendably, your work ethic and responsible actions have undoubtedly helped you arrive at this point. Your standards for choosing a financial team should be equally as high. While you understand that wealth is a privilege, you also know it carries the responsibility of prudent stewardship. Learn more about what makes us different. 11 East Superior Street. Duluth, MN 55802. Phone: 218.336.2500. Toll-Free: 888.840.8299.

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ascentialwealth.com

1

Ascential Wealth Advisors

http://www.ascentialwealth.com/our_firm.htm

A collaborative team singularly focused on your financial well-being. We believe that collaboration is the key to creating effective financial solutions for our clients. The name “Ascential” combines two words ascent, defined as upward movement or advancement, and essential, meaning necessary or indispensable. The rationale behind our name is that we strive to be indispensable advisors in our clients’ advancement toward their financial goals through our prudent guidance, years of experience and dai...

2

Ascential Wealth Advisors

http://www.ascentialwealth.com/process.htm

A customized financial plan serves as the “how-to” for pursuing and potentially achieving your goals. Our process gives us an orderly way to identify relevant strategies for moving forward and fully addressing your needs. Here are the basic steps that outline the process we use for building your financial plan. With your approval, we will help you execute your customized strategy using the extensive research and resources available to us through Raymond James. This involves the selection of specific ...

3

Ascential Wealth Advisors

http://www.ascentialwealth.com/resources.htm

Our strategy letters are provided for your reference to provide insight into the ever-evolving financial marketplace. 2016 Quarter 3 (published July 2016). 2016 Quarter 2 (published April 2016). Year-end 2015 (published January 2016). Mid-year 2015 (published July 2015). Year-end 2014 (published March 2015). Mid-year 2014 (published July 2014). Year-end 2013 (published January 2014). Mid-year 2013 (published July 2013). Year-end 2012 (published February 2013). Mid-year 2012 (published July 2012).

4

Ascential Wealth Advisors

http://www.ascentialwealth.com/services.htm

Through the full spectrum of financial services we offer, we can help you plan not only for a wide range of needs, but for the long succession of significant events that span your lifetime. Our services are designed to not only manage wealth, but help preserve it by minimizing taxes and mitigating risk so you can continue enjoying the lifestyle you’ve worked so hard to achieve. Asset allocation does not guarantee a profit nor protect against loss. When it comes to planning for and living in retirement, p...

5

Ascential Wealth Advisors

http://www.ascentialwealth.com/differentiators.htm

Here are some of the advantages we offer that make for an unrivaled client experience and what we believe has allowed us to grow into one of the prominent financial services groups in Duluth. While naturally you wish to see your assets grow over time, preserving capital and managing risk take on additional importance when you achieve a certain degree of wealth. Our team members have extensive experience and diverse professional backgrounds. In addition to our investment and planning competencies, we ...

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Ascential Wealth Advisors | Duluth, MN

You’ve achieved a substantial level of success in your life. Commendably, your work ethic and responsible actions have undoubtedly helped you arrive at this point. Your standards for choosing a financial team should be equally as high. While you understand that wealth is a privilege, you also know it carries the responsibility of prudent stewardship. Learn more about what makes us different. 11 East Superior Street. Duluth, MN 55802. Phone: 218.336.2500. Toll-Free: 888.840.8299.

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