About Oneascent wealth
Oneascent Wealth: Helping You Achieve Financial Clarity, Confidence, and Contentment
Oneascent Wealth is a financial advisory firm that specializes in helping clients and families achieve their financial goals. With a team of experienced advisors who are passionate about providing personalized solutions, Oneascent Wealth has become a trusted partner for individuals seeking clarity, confidence, and contentment in their financial lives.
At Oneascent Wealth, we understand that every client has unique needs and goals. That's why we take the time to get to know you personally before developing a customized strategy that aligns with your values. Whether you're planning for retirement, saving for your children's education or looking to grow your wealth over the long-term, our comprehensive suite of solutions can help you make informed decisions that support your objectives.
Our Planning services are designed to help you create a roadmap for achieving your financial goals. We'll work with you to identify your priorities and develop a plan that takes into account factors such as risk tolerance, tax implications and estate planning considerations. Our Investment services provide access to a range of investment options designed to meet different risk profiles and investment objectives. From traditional stocks and bonds to alternative investments like private equity or real estate funds - we have the expertise needed to help you build an investment portfolio tailored specifically for you.
Finally, our Stewardship services focus on ensuring that your assets are managed effectively over time. We believe in taking an active approach when it comes to managing investments - regularly reviewing performance metrics against benchmarks while also monitoring market trends so as not miss any opportunities or risks.
At Oneascent Wealth we pride ourselves on being more than just another financial advisory firm - we're committed partners who will be there every step of the way as you navigate life's many challenges along with its opportunities!