Do you only work with wealthy families?

No. While we specialize in complex planning for affluent clients, our approach is scalable. We serve a wide range of clients and also support institutions and independent advisors through the broader Ascentis platform.

How does Ascentis support all three groups?

We operate as one integrated firm. Investors, advisors, and institutions each engage through dedicated service lines, but all benefit from the same research, disciplined processes, and commitment to long-term outcomes.

An older couple talking to their advisor in his office

Who We Serve: Clear Guidance for Investors, Advisors, and Institutions

Ascentis provides clarity for three groups—investors, advisors, and institutions—each supported with experience and solutions tailored to their needs.

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Investors

High-Net-Worth and Ultra-High-Net-Worth Individuals

For affluent families, entrepreneurs, and business professionals, small decisions can have lasting impact. We combine fiduciary planning, institutional-level research, and private-market access to help protect capital and build multigenerational wealth.

Wealth Planning for Business Owners

Liquidity events, succession planning, and concentrated equity require precision. Our planners create cash-flow scenarios, tax-efficient strategies, and post-sale investment roadmaps that convert enterprise value into long-term prosperity.

Wealth Management for Corporate Executives

From stock options to deferred compensation, we help executives manage complexity with strategies that balance risk and growth. This includes option exercise timing, retirement readiness mapping, and concentration risk offsets.

Families Across Generations

We facilitate family meetings, design legacy charters, and structure philanthropic programs to ensure wealth supports shared values across generations.

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Advisors

Independence with Institutional Support

Advisors choose how they want to operate—fully independent or under the Ascentis umbrella. Either way, they gain access to research, model portfolios, compliance resources, and operational support designed to help them grow confidently while serving clients on their terms.

Advisor Opportunities

This website is owned and operated by Ascentis Wealth Holdings, LLC, (Ascentis), a holding company that owns or controls multiple Registered Investment Adviser (“RIA”) firms. Ascentis, is not itself a registered investment adviser and does not provide investment advisory services. Each RIA affiliated with Ascentis operates as a separate legal entity and is solely responsible for its own advisory services, disclosures, and regulatory compliance.
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 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 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 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 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 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, please contact:
Ascentis Wealth Holdings, LLC
5001 Spring Valley Rd #810W
Dallas, TX 75244-3946

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