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weekly insights & actionable strategies that could elevate your financial plan for retirement

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Every week, get one BIG idea that can elevate your financial future
and empower your retirement goals

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What is
Ascend360™ Insider?

Ascend360™ Insiders are committed to enhancing their financial and investment knowledge. These successful individuals and business owners want a truly comprehensive financial plan that covers all five key areas of retirement planning: income, investing, taxes, estate planning and health care.

If you’re the type of person who wants to have firm control over your financial success, then Ascend360™ Insider was designed for you. Whether you have a few hundred thousand dollars, one million dollars, or several million dollars saved for retirement, the BIG ideas and modules we share weekly could help you take your plan and your success rate to the next level.

Embark on that journey today - become an Insider!

Care for a sample?

Here’s what you are missing out on...

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Guide to Early Retirement for High-Net-Worth Individuals

Explore proven strategies to achieve your dream of early retirement!

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Why Following the Herd Can Be a Risky Investment Strategy

Don't be a sheep! Learn why following the crowd could cost you.

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How Professional Investors Navigate Market Volatility

Market volatility got you worried? Discover how the pros stay calm.

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Hear what our clients are saying:

Brian A.

“W.A. Smith Financial has done great and I’ve had no problems.  If I have a question I can call and get a timely answer.”

Christopher & Peggy

“…They offer a vast knowledge of markets. A great company to partner with!”


"Excellent. 10 of 10. Responsive, forward thinking, personable. Our advisor is willing to give his honest opinion."

Keith G.

“Jarrett has been great to work with for many years. He is honest and has our interests in mind when giving financial advice.”


“Our advisor calms the waters during turbulent times.”

Richard F.

“…This hard-working group not only works as a team but keeps us informed with online reports and includes us in decision making.”

Chris L.

“An excellent group of people, great communicators and results. Always providing information on the market through emails and lunches, which I hope to attend in the future.”

Stephen F.

“We have been extremely pleased with W.A. Smith and our advisor. Informative, quick to respond, and our portfolio has done very well.”

Kevin H.

“W.A. Smith Financial has a great team that stays on top of the changing market conditions. Prepares their clients for possible political changes and what to consider in their investments.”

Displayed testimonials were provided by current clients. No compensation of any kind was provided for these testimonials.

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Gain confidence in your retirement strategy with clear, actionable advice tailored to your financial goals

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Helping you worry less about your money so you can focus more on your life.

W.A. Smith Financial Group’s mission is to ensure that clients focus more on their life and worry less about their money.

Through proprietary financial planning methods like the Retirement Tune-Up™ financial review and the Ascend 360™ Planning Process, the fiduciary advisory team at W.A. Smith Financial has helped thousands of people all across the U.S. to create customized financial plans and achieve the retirement of their dreams.


"Largest Wealth
Management Firms"



"#373 Fastest Growing in the
$500M-1B Category"



“One of America's Fastest-Growing Private Companies”

INC. 5000 (2022)

Accolades through Crain’s Cleveland Business, Financial Advisor Magazine, and Inc. 5000 are awards that W.A. Smith Financial Group qualified for and are purchased placements.