Ascension Legacy Partners, Inc.

Overview

Ascension Legacy Partners, Inc. is a privately held corporation that combines insurance brokerage with advisory services aimed at individuals and small businesses. The firm is owned by an individual and acts as a capital allocator, offering a mix of fee arrangements (percentage of AUM, hourly charges, and fixed fees). Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting services, selecting other advisers on clients’ behalf, and running educational seminars and workshops. The firm is not an active ESG investor.

Investments & Alternatives

Location & Offices