As a team with over 50 years combined experience with estate and insurance planning for High Net Worth and Ultra High Net Worth clients, our team has a unique advantage in identifying and developing comprehensive wealth transfer strategies in tandem with all available client resources. Our expertise provides the foundation for our exceptional track record of communicating complex strategies clearly to clients and advisors while also working effectively with outside advisors, attorneys and CPAs. Areas of focus include:
Estate Planning
Legacy Planning
Wealth Transfer
Executive and Business Planning
Charitable Planning
Our insurance expertise is positioned to provide planning-based, strategic insurance recommendations for estate planning, business planning, executive planning and wealth transfer.
Providing advanced life insurance support to advisors and their clients is our goal. This starts by collaborating with an advisor to identify client opportunities continuing into a discussion of planning concepts and recommendations to clients in a consultative manner.
Ascent Advisory Group has the privilege of partnering with some of the best carriers in the industry such as:
Ascent Advisory Group chooses to support the Shepherd's Men. Shepherd's Men is an organization of dedicated patriots committed to creating advocacy and opportunity for our nation's veteran heroes who have been affected by the hidden injuries of war. Shepherd's Men serves our noble warriors by means of outreach, empowerment and funding of treatment via the SHARE Military Initiative at the Shepherd Center in Atlanta, GA.
Ascent Advisory Group
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