Prudent guidance for the path forward

2024 FORBES BEST-IN-STATE WEALTH MANAGEMENT TEAM

We are pleased to announce that Ascential Wealth Advisors has earned a place on the 2024 Forbes Best-In-State Wealth Management teams list. This recognition is representative of our commitment to providing quality wealth planning and top-notch client service.

2024 Forbes America's Top Wealth Management Teams Best-in-State, developed by Shook Research, is based on the period from 3/31/2023 to 3/31/2023 and was released on 1/9/2024. Approximately 10,100 team nominations were received, and 4,100 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/3H9jJIA. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

You want financial partners that can guide you through the many twists and turns financial markets and life can take. At Ascential Wealth Advisors, you will find a team of experienced professionals working together on your behalf and in your best interest – to provide the objective advice and proactive guidance you need moving forward.

Our passion for managing wealth is driven by the positive effects it can have on your life – and on your family, community and the very things you care about most.

What is your destination? Get there from here.

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Comprehensive Planning

Our comprehensive approach to planning helps us ensure that we are addressing every important aspect of your financial life, from preserving your hard-earned wealth to leaving a legacy for your family and community.

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Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Portfolio Management

Estate Planning

PRE-RETIREES & RETIREES

When a comfortable retirement is goal number one

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Business Owners

Helping you capitalize on your business success

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Families & Individuals

Multigenerational planning for today and tomorrow

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Healthcare Professionals

Transforming your practice into personal wealth

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Corporate Executives

Benefits planning for successful corporate careers

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Insight into OUR TEAM

Alison Paulseth-Bautch, MBA, AAMS™

Client Services Manager

Barbara Perrault

Registered Client Service Manager

Barb Nelson

Operations Manager

OBJECTIVE ADVICE

We maintain an objective investing approach free from conflicts of interests and influences from outside funds or money managers.

PERSONAL SERVICE

Attentive service earmarked by prompt, accurate responses to any needs, questions, concerns and requests you may have.

DISCIPLINED PROCESS

Our defined and disciplined process includes an in-depth discovery process to evaluate your risk tolerance and clarify your financial goals.

Someone’s sitting in the shade today because someone planted a tree a long time ago.

Warren Buffett

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Ascential Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

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