Ascential Wealth Advisors is an independent practice located in the Technology Village in downtown Duluth, Minnesota. The roots of our business go back over 45 years. Prior to starting Ascential Wealth, our team was Lake Superior Wealth Management Group at Piper Jaffray, which was acquired by UBS Financial Services in 2006. In 2011, we started an independent practice with Raymond James Financial Services as our broker/dealer. Securities are offered through Raymond James Financial Services, member FINRA/SIPC.

We serve business owners, organizations and affluent families with roots in the Midwest. While they reside in many states today, most of our clients have some connection to the Duluth-Superior area. We manage over $416 million in assets (as of December 2019).

Our advisors offer a broad range of comprehensive wealth planning services, including investment management, financial planning, individual and small business retirement plans, estate planning, insurance and risk management, and tax planning.