The Wealthy CEO is a nationally recognized, full-service consulting and management firm. Our primary objective is to help our clients define and achieve their financial goals. Ascentia successfully integrates the legal, tax, accounting, estate planning fields into a single unified approach focused on client success.
Unfortunately, the financial services industry, legal system and ever changing tax code use hard to understand language and can be difficult to successfully navigate. The ability to get the best counseling and a comprehensive solution for all aspects of your financial life under the same defined plan is often difficult. Many times, clients are given recommendations and misdirected by others, then, with no other resources, left on their own to manage the labyrinth of financial information required to execute the plan.
With The Wealthy CEO, small businesses, practitioners and even start-up entrepreneurs are able to realize the power of an in-house strategic team, united with the common goal of financial success for you with no in-fighting and confusion. The strength lies in our ability to provide unique, comprehensive strategies that benefit each client specifically. With your own personal plan you will learn about establishing proper entity structuring, the core for asset protection, planning for legitimate tax mitigation and utilizing benefit plans to fuel wealth creation and legacy planning.
The Wealthy CEO specializes in custom-built designs for the absolute highest level of relief and annual tax savings working with our in-house and partnered tax attorneys, CPA’s, CVA's, estate attorneys, asset protection attorneys and your own personal business advisors. We provide one unified viewpoint.
The Wealthy CEO is a consultancy-based firm and not the run-of-the-mill traditional, financial advisory firm so we can deliver unbiased visions and solutions.
Rather than manage money, we manage planning targets and revenue blueprinting through strong accountancy, tax planning and tax preparation.