Our Approach
Our approach to wealth management is built upon four principles: stewardship, planning, investments, and legacy.
Stewardship
We believe that at the heart of your financial and investment plan is a desire to make the most of the blessings you have.
Our clients want to spend their time, talents, and treasure on what matters most to them. Whether it’s supporting their kids through college, retiring early, giving back to their community, supporting global humanitarian efforts, or saving for vacations with future grandchildren, we’re here to guide them towards reaching these goals.
At OneAscent Wealth, it’s not about how much you have, but how you desire to use it. Our advisors take the time to get to know you outside of your finances, so we can create a plan that works for you, your family, and your future.
Planning
Before you take the first step, it’s important to know where you’re going, and where you want to be.
When you meet with a OneAscent Wealth advisor, he or she takes time to get to know you, your family, and your story. How do you think and feel about money? What keeps you up at night? What is most important to you? And what tools and support do you need that would better enable you to focus your time and energy on your passions? How do you want to be remembered by your family, friends, and the people around you?
Our advisors use two tools, MoneyMind® and Honest Conversations® to help walk our clients through some of these questions. MoneyMind® offers a series of questions to discover how you relate to money. Honest Conversations® includes 15 cards with phrases such as, “spend more time with family,” “retire early,” “leave a legacy,” and “minimize taxes.” By identifying your top five cards and why you chose them, we can identify what you want most out of your financial plan. From this, you’ll receive a customized plan built around your values.
Learn more about our planning process!
Investments
An investment plan is essential for a successful financial plan. But we take it one step further. We believe that the best investments are the ones you truly believe in.
Just like your financial plan, your investments can reflect what matters most to you. Our values-based investing approach develops investment strategies that align with your personal values and convictions. What are your core principles? What are you passionate about? What beliefs do you never want to compromise, just in order to make a profit?
Our team of investment strategists screen over 6,500 companies every quarter. We screen out companies that profit from or engage in industries and activities that go against the values you identified and, conversely, list companies that promote values you’re passionate about.
And it’s not at the expense of profit. Our proprietary technology includes companies that have a sustainable profit and positive return, so you can be confident in all areas of your investment strategy.
Your Legacy
Your legacy is in the memories, values, and wealth you pass on, which is why we consider this an essential part of your financial strategy. Your legacy is a chance to pass on your values, not just your valuables.
Our advisors help you identify specific ways to utilize your wealth, both in the future and after you’re gone. Our goal is to help you find clarity regarding:
- Your personal legacy
- Your family legacy
- Your financial legacy
- Your business legacy
- Your charitable legacy
Let’s talk about how we can help you identify your goals, gaps, and desires, and create a strategy to help you live well and finish well.