Who benefits most from Ascentis?

We work best with founders, executives, and multigenerational families navigating significant financial complexity. Those who value disciplined guidance, thoughtful planning, and a highly personalized approach tend to benefit most from our counsel.

Yes—our advisors are regulated by the U.S. Securities and Exchange Commission and bound to act in your best interest at every step, free from product sales pressure.

How do we get started?

Schedule a discovery call, share your objectives, and receive an initial roadmap within a few weeks.

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Private Wealth Management That Brings Clarity to Complexity

Connect with a fiduciary advisor to navigate complex financial decisions with clarity.

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Our Difference

Your Fiduciary Wealth Management Firm

Disciplined strategy meets clarity of purpose. Ascentis integrates planning, investment, tax, and governance into a unified framework, elevating every financial decision.

Services

Integrated Services

Every discipline is delivered in-house to keep advice aligned, timely, and accountable. Our unified structure ensures that your planning, investing, tax, and governance strategies work together, so decisions are never made in isolation, and your goals remain the central focus.

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Comprehensive Planning

Our comprehensive planning blueprints life goals, cash flow, and risk so wealth serves a purpose.

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Investment Management

Goals‑based portfolios balance growth, preservation, and opportunity access.

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Retirement & Income Design

Transitions assets into predictable, tax‑aware income streams.

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Tax‑Efficient Strategies

Coordinates proactive planning to assist with minimizing erosion, maximizing returns, and safeguarding heirs.

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Estate & Legacy Stewardship

Structures multi-generational capital to assist in honoring intent and safeguarding heirs.

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Executive Compensation Consulting

Optimizes equity, options, and deferred comp to capture fullest value potential.

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Segments

Who We Serve

We partner with founders, families, and executives navigating the complexity that comes with significant wealth. Whether you’re building, preserving, or transitioning capital, our counsel adapts to your ambitions and the complexity of your needs, not a fixed asset threshold.

Ascentis brings the depth and discipline found in private wealth management firms, along with strategies refined for both high-net-worth and ultra-high-net-worth clients. Your plan isn’t just personalized—it’s built to evolve as your wealth does.

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This website is owned and operated by Ascentis Wealth Holdings, LLC, (Ascentis Wealth), a holding company that owns or controls multiple Registered Investment Adviser (“RIA”) firms. Ascentis Wealth, is not itself a registered investment adviser and does not provide investment advisory services. Each RIA affiliated with Ascentis Wealth operates as a separate legal entity and is solely responsible for its own advisory services, disclosures, and regulatory compliance. Advisory services offered through Ascentis Wealth Management, a registered investment adviser with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser.
No Investment Advice
The content provided on this website is for general informational purposes only and should not be construed as personalized investment advice, a recommendation, or an offer to buy or sell any securities. Any references to investment strategies, performance, or individual adviser firms are illustrative and not intended to represent specific advice or outcomes. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Independent Operations
Although the RIA firms affiliated with Ascentis Wealth may share common ownership or control, each firm maintains operational and regulatory independence. Advisory services are provided exclusively by each RIA firm pursuant to a written agreement with its clients. Ascentis Wealth does not supervise, manage, or control the day-to-day advisory activities of its affiliated firms.
No Client Relationship
Use of this website does not create an advisory relationship between you and Ascentis Wealth or any of its affiliated firms. If you are interested in investment advisory services, you must contact a specific RIA firm directly and enter into a separate engagement agreement.
Third-Party Links
This website may include links to third-party websites. These links are provided solely for convenience and do not imply any endorsement, approval, or responsibility for the content or services offered through such websites.
Limitation of Liability
Ascentis Wealth makes no warranties, express or implied, regarding the accuracy, completeness, or suitability of the information contained on this site. To the fullest extent permitted by law, Ascentis Wealth disclaims all liability for any damages arising out of or in connection with the use of this website or reliance on any information provided herein.
Regulatory Information
Each affiliated RIA firm maintains its own registration with the U.S. Securities and Exchange Commission (SEC) or applicable state securities authorities, as required. For information specific to an RIA firm, including its Form ADV, please refer to the Investment Adviser Public Disclosure (IAPD) website: https://adviserinfo.sec.gov.
Contact
For general inquiries regarding Ascentis Wealth, please contact:
Ascentis Wealth
5001 Spring Valley Rd #810W
Dallas, TX 75244-3946