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Ascension Wealth Management

3825 Edwards Road, Suite 103
Cincinnati, OH

Phone:

513-795-8070

Fax:

513-795-8070

E-mail:

Welcome to our Website, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

We look forward to serving you.

Nicole Y. Redus, President & CEO

Ascension Wealth Management

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Explores how investment strategy changes once retirement begins.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Describes how Roth accounts can generate tax-free retirement income.

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How much Disability Income Insurance do you need?

This calculator is designed to help you attach a dollar figure to your life’s work.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

How Long Will Your Funds Last?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck