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.
Essentia Health is an integrated health system serving patients in Minnesota, Wisconsin, and North Dakota.
Headquartered in Duluth, Minnesota, Essentia Health combines the strengths and talents of 13,800 employees, including more than 2,100 physicians and advanced practitioners, who serve our patients and communities through the mission of being called to make a healthy difference in people’s lives.
Essentia Health, which includes many Catholic facilities, is guided by the values of Quality, Hospitality, Respect, Joy, Justice, Stewardship, and Teamwork. The organization lives out its mission by having a patient-centered focus at 14 hospitals, 71 clinics, six long-term care facilities, three assisted living facilities, three independent living facilities, five ambulance services and one research institute.