Legacy Asccent Wealth

Woodbury, Minnesota

★ 5.0 (5 reviews)
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About

Legacy Ascent Wealth, based in Woodbury, Minnesota, provides financial planning, investment management, and retirement planning services with a focus on coordinating retirement income, investments, taxes, insurance, and estate decisions. The firm employs a structured planning process including cash-flow modeling, tax-bracket analysis, Social Security optimization, and sequence-of-returns stress testing, and holds the Retirement Income Certified Professional designation. The practice works with clients approaching or in retirement, using detailed written strategies and long-term relationships rather than generic projections.

Specialties

Investment Management Retirement Planning Wealth Management

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5AM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 7AM-5PM, Friday: 7AM-3PM, Saturday: Closed
SEC registered
No

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