Modern Investing, Built Around You

Personalized investment management and financial guidance — with no minimum asset requirement.

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Smart Tools. Real Strategy.

Most investing platforms are either too hands-off or too complex. Apella Ascent is built to bridge that gap — with professionally managed portfolios and planning features that grow with you.

Financial Confidence, One Step at a Time.

Whether you're just getting started or looking to grow what you've already built, Apella Ascent gives you the tools to invest smarter, plan better, and stay on track — at every stage of your financial journey.

How It Works

Choose the Level of Support That’s Right for You

Base Camp

Core portfolio management with built in oversight

Designed for individuals who want professional investment management while handling their own financial planning. Includes portfolio construction, monitoring, tax loss harvesting, and access to digital reporting.

Mountaineer

Expanded investment management with foundational planning tools

Ideal for those who want to align their investments with real-life goals — like managing cash flow, planning for large expenses, or preparing for retirement but don't need in-depth advisor guidance.

Trailblazer

Comprehensive financial planning with ongoing advisor collaboration

Built for individuals and families with more holistic financial needs. Combines investment management with proactive, multifaceted planning — covering taxes, estate considerations, insurance, and multi-goal strategies.

Financial Tools That Grow With You

No minimum investable assets
Flexible service levels: from portfolio-only to full planning
Professionally managed, goal-aligned portfolios
Backed by a fiduciary standard

Ready to Take the First Step?

Start your journey toward financial clarity and confidence today.

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