Wealth Enhancement Partners with Ascent Private Wealth
Wealth Enhancement, a national independent wealth management firm, is thrilled to announce its partnership with Ascent Private Wealth, a prominent hybrid RIA. This collaboration will enhance the firm's offerings and increase its total client assets to over $132.7 billion.
The experienced team at Ascent Private Wealth, led by Steve Ford, CFP®, LLM, brings with them over $240 million in client assets. This firm has built its reputation on providing exceptional financial guidance, focusing particularly on business owners and generational wealth management.
Jeff Dekko, the CEO of Wealth Enhancement, expressed excitement over this partnership, saying, "Our collaboration with Ascent signifies our commitment to aligning with firms that share our values and a client-centric approach. Their deep understanding of niche markets, especially with business owners, will be invaluable as we grow together."
Founded in 2002, Ascent Private Wealth specializes in personalized financial strategies. Their expertise encompasses business and succession planning, investment management, and estate strategies. This comprehensive approach aims to support families in building, preserving, and managing their wealth over generations, reinforcing their commitment to long-term client relationships.
Steve Ford conveyed his enthusiasm about joining Wealth Enhancement, stating, "Our primary goal has always been exceptional client service. After careful consideration, we are confident that Wealth Enhancement is the ideal partner for us, given their alignment with our cultural values and their extensive resources that will enhance our client offerings tremendously."
Jim Cahn, Chief Strategy Officer at Wealth Enhancement, highlighted the strategic advantages of this partnership. He noted, "Teaming up with Steve and his talented advisors not only broadens our reach within the Southeast but also enhances our growth opportunities in the region. We are thrilled to welcome Ascent Private Wealth into the family."
The formal merger between these two firms is anticipated to take place shortly, enhancing capabilities for a more diverse range of financial services and advice.
About Wealth Enhancement
Wealth Enhancement is renowned for providing superior wealth management services, dedicated to enriching the lives of clients. Its approach is client-focused, leveraging innovative techniques such as the Roundtable™ and UniFi processes. With over 160 locations across the nation, they are continually refining their personalized financial planning services to meet diverse client needs.
Offering tailored financial plans and investment management solutions, Wealth Enhancement has set a high standard since its inception in 1997. The company prioritizes client relationships, working diligently to prepare clients for their financial futures.
With a robust client base and a promise of personalized service, Wealth Enhancement Advisory Services, LLC (WEAS) remains committed to guiding clients through all aspects of their wealth journey, ensuring confidence and peace of mind.
Frequently Asked Questions
What is the purpose of the partnership between Wealth Enhancement and Ascent Private Wealth?
The partnership aims to enhance financial services and combine client assets to exceed $132.7 billion.
Who leads the Ascent Private Wealth team?
Steve Ford, CFP®, LLM, serves as the leader of Ascent Private Wealth.
When is the partnership expected to take effect?
The merger is anticipated to be finalized on an upcoming date, enhancing operational capabilities.
What services does Ascent Private Wealth provide?
Ascent offers diverse financial guidance, including business planning, investment management, and estate strategies.
What values do Wealth Enhancement and Ascent Private Wealth share?
Both firms prioritize a client-first mindset, focusing on enriching clients' financial journeys.
