OneAscent Wealth

Oneascent wealth email format

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OneAscent Wealth Management helps clients and families find clarity, confidence, and contentment in their financial lives. You deserve an advisor who can translate your unique personal needs into a customized strategy. Our comprehensive suite of solutions help you align your Planning, Investment, and Stewardship decisions with what you value most. FREE tool: analyze your investments to see if they align with your values: https://oneascentwealth.com/onboarding/ Sign up for our newsletter: https://oneascentwealth.com/#newsletter-signup-footer Visit our website: https://oneascentwealth.com/ Follow us on Facebook: https://www.facebook.com/OneAscentWealth/ Subscribe to our YouTube channel: https://www.youtube.com/channel/UCnVUDBS7t1kOvmyVIFHKMWA/ Investment advisory services offered through OneAscent Wealth Management, LLC (“OAWM”), an investment adviser registered with the United States Securities and Exchange Commission. OAWM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as OAWM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAWM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Company Details

Employees
15
Address
23 Inverness Center Pkwy, Birmingham,alabama 35242,united States
Industry
Financial Services
Website
https://oneascentwealth.com/
Keywords
Birmingham.
HQ
Birmingham, Alabama
Competitors
Porter White & Company, The Welch Group, EverSource Wealth Advisors®, Leavell Investments, Waverly Advisors, LLC, OneAscent, BCR® Wealth Strategies, OneAscent Investment Solutions, Vulcan Value Partners, OneAscent Financial.
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