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Retirement Education. Comprehensive Planning Tactics.

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What is Ascend360™ Insider?

Ascend360™ Insider subscribers 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 - subscribe to Ascend360™ Insider!

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Testimonials

Read from some of our clients

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.”

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.”

KKF

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

KKF

“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.”

Christopher and Peggy

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

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.”

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.”

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.”

Become an Ascend360™ Insider

Take control of your retirement plan with weekly advice from seasoned financial planners and advisors.

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About W.A. Smith Financial Group

Fiduciary Advisors Creating Customized Solutions.

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.

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"Largest Registered
Investment Advisors"

CRAIN'S CLEVELAND BUSINESS
(2023)

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

FINANCIAL ADVISOR MAGAZINE
(2023)

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“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.