Ascension Wealth Management - Crunchbase Company Profile & Funding

Overview

Ascension Wealth Management

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Ascension Wealth Management

CB Rank

506883

Asset Protection, Wealth Management, Financial Planning, Retirement Planning, Risk Management

Founded

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Private

Cincinnati, Ohio, United States

1-10

www.ascensionwealthmgmt.com

Consulting

Details

Operating Status

Active

Company Type

For Profit

Founders

Nicole Redus

About the Company

Nicole Redus, President & CEO of Ascension Wealth Management, an investment and insurance firm. Ascension Wealth Management specializes in working with individuals, business owners, corporations, and nonprofits in the following areas: Estate Planning, Retirement Planning, Financial Planning, Tax Planning, Wealth Management, Employee benefits,

Retirement plan 401k/403b/457, Executive Comp, Clergy Comp, Special Needs Planning, Asset Protection, Risk Management, and a host of investment and insurance related strategies.

Phone Number

5137958070

Contact Email

info@ascensionwealthmgmt.com

Diversity Spotlight

Women Founded

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Family Limited Partnership

A legal partnership arrangement among family members to manage and transfer ownership of a family business or investments, dividing income, appreciation, and control according to family objectives.

Retirement Plan Management

Guidance and strategies for managing employer-sponsored retirement plans, including asset allocation, diversification, and periodic review to align with retirement goals.