Ascential Wealth

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Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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13 Years

in Business

Accredited

Business

(218) 336-2500Call Visit WebsiteVisit Website Map & DirectionsDirections11 E Superior St Ste 500Duluth, MN 55802 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Ascential Wealth

Tax Planning
An estate plan can encompass many things, but for most people it primarily encompasses a few key things: incapacity planning, asset transfer and estate tax planning, and legacy planning. Estate plans can be very complicated, or they can be incredibly simple. We have dealt with a broad array of different estate situations, complex and simple, and can work closely with your attorney and accountant to help create and implement a plan that works for your wishes and needs.

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Places Near Duluth with Investment Advisory Service

Superior (7 miles)
Adolph (14 miles)

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Email

BBB Rating

Extra Phones

TollFree: (888) 840-8299

Location

Duluth Technology Vlg

Neighborhood

Downtown Duluth

AKA

Ascential Wealth Advisors LLC

Ascential Wealth Advisors

Other Link

http://www.ascentialwealth.com

Categories

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Insurance, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Phone: (218) 336-2500

Address: 11 E Superior St Ste 500, Duluth, MN 55802

Website: http://www.ascentialwealth.com

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Ascential Wealth

Tax Planning
An estate plan can encompass many things, but for most people it primarily encompasses a few key things: incapacity planning, asset transfer and estate tax planning, and legacy planning. Estate plans can be very complicated, or they can be incredibly simple. We have dealt with a broad array of different estate situations, complex and simple, and can work closely with your attorney and accountant to help create and implement a plan that works for your wishes and needs.
Charitable Giving
Making charitable giving part of your financial and estate plan enables you to support the charities and causes you love, now and in the future. Moreover, having the right charitable giving strategy can help further your overall wealth management plan. There are many ways to make charitable giving part of your overall financial plan, each with its own level of control and tax benefits. In any case, our goal is to help ensure tax-efficient giving so that your estate or charity of choice receives the most benefit from your gift.
Estate Taxes
Avoiding Probate
There are various instruments that work within your overall estate plan to provide certainty and control over the transfer and use of your assets, including wills, beneficiary designations, trusts and insurance policies. Using instruments such as these can give you the confidence of knowing that your estate will be handled as you wish and can potentially avoid probate.
Tax Services
Income Tax

Investment Management
In certain asset classes, we will hire a fund manager. In other areas, where we feel active management performance does not justify the additional cost, we opt for lower-cost index funds or individual securities. We utilize a wide range of resources when performing due diligence for our select list, including proprietary research from Wall Street analysts and analysis tools from leading resources including Morningstar, Value Line, Reuters, Raymond James, investment management companies and banks.
Mutual Funds
Within this asset allocation strategy, we then identify investments we feel are best suited in each category, developing a select list of investments. Our select list may include exchange traded funds (ETFs), mutual funds and closed-end funds, along with individual bonds and equities when appropriate.
Bonds
Wealth Management
Ascential Wealth Advisors is an independent practice located in the Technology Village in downtown Duluth, Minnesota. The roots of our business go back over 45 years. Prior to starting Ascential Wealth, our team was Lake Superior Wealth Management Group at Piper Jaffray, which was acquired by UBS Financial Services in 2006. In 2011, we started an independent practice with Raymond James Financial Services as our broker/dealer. Securities are offered through Raymond James Financial Services, member FINRA/SIPC.

Accounting Services

Financial Planning
Raymond James Financial Inc. is a financial services company founded in 1962, established to serve the investment and financial planning needs of individual investors. With corporate headquarters in Tampa Bay, Florida, Raymond James Financial, through its wholly owned broker-dealers, serves more than 8,200 (as of 9/30/20) financial advisors in 3,000 locations throughout the United States, Canada and overseas.
Retirement Planning
You’ve honed the skills necessary to prosper in the marketplace, and lived the unceasing commitment that is running a business. Like all business owners and entrepreneurs, you’ve learned that your personal and professional lives may intertwine in ways you had not anticipated. As your guide, we help you see all angles of the bigger picture – important things like passing on a legacy to the next generation and helping to ensure your workers have options for retirement planning.
Annuities
Prior to joining Ascential Wealth Advisors, Barb worked as an Operations & Account Manager at a local insurance agency and as an Operations & Finance Manager at a non-profit private school in the Duluth area. She earned her Bachelor’s degree in Organizational Leadership & Management from Concordia College and currently holds Series 7, 66, and 24 securities licenses as well as life, health, and variable annuities licenses.
Asset Management
We provide customized, risk-managed investment advice founded on long-term strategic asset allocation. Our portfolio management objective is to maximize return for the amount of risk each client is willing to assume – from “conservative” to “aggressive.” Portfolios are continuously monitored against changing markets and economic climates, with tactical adjustments made to address risks and opportunities.
Asset Protection
We believe a customized plan provides the comprehensive framework to ensure all aspects of your financial life are structured thoughtfully and effectively for you and your family. We provide advice on all aspects of your financial life, including investment management, retirement and income planning, as well as estate planning and asset protection.

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