Legacy Ascent
Legacy Ascent
  • Home
  • Services
    • Retirement Planning
    • Investment Management
    • Tax-Efficient Strategies
    • Risk Solutions
    • Legacy & Estate Planning
    • Monitoring & Stewardship
  • About Us
  • FAQ
  • Contact
  • Youtube
  • Podcast
  • More
    • Home
    • Services
      • Retirement Planning
      • Investment Management
      • Tax-Efficient Strategies
      • Risk Solutions
      • Legacy & Estate Planning
      • Monitoring & Stewardship
    • About Us
    • FAQ
    • Contact
    • Youtube
    • Podcast
  • Home
  • Services
    • Retirement Planning
    • Investment Management
    • Tax-Efficient Strategies
    • Risk Solutions
    • Legacy & Estate Planning
    • Monitoring & Stewardship
  • About Us
  • FAQ
  • Contact
  • Youtube
  • Podcast

SCHEDULE AND APPOINTMENT

Hello
15 MINUTE INTO CALLVIRTUAL MEETINGWOODBURY MEETINGBLOOMINGTON MEETING

our locations

We meet with clients at one of our convenient locations or virtually to discuss comprehensive financial planning, including investment management and retirement income strategies.

WOODBURY

2142 Wooddale Drive ste 25, Woodbury, MN, USA

(651) 927 - 4124

Hours

Open today

09:00 am – 05:00 pm

Drop us a line!

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Cancel

Contact Us

It is never too early to start your financial planning and investment management strategies. Share your goals with us, and Dustin will help you create a plan to achieve them through our Summit Ascent Pathway - guiding you step by step on your retirement journey. 

BLOOMINGTON

7900 International Drive, Bloomington, MN, USA

(651) 927 - 4124

Hours

Open today

09:00 am – 05:00 pm

SEND US A MESSAGE

Attach Files
Attachments (0)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Cancel

 

  • Important disclosures. Insurance products are offered through the insurance business Legacy Ascent. Legacy Ascent is also an Investment Advisory practice that provides financial planning services and products through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products, and the insurance products provided by Legacy Ascent are not subject to Investment Advisor requirements. 


  • Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss during periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may provide tax or legal advice. Individuals should consult with a qualified fiduciary advisor for guidance before making any purchasing decisions, especially regarding retirement income strategies and Social Security taxes.


  • Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges, and holding periods which vary by insurance company. Annuities are not FDIC insured.


  • The information and opinions contained on this website are provided by third parties and have been obtained from sources believed to be reliable; however, accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 4570353-06/2025

Powered by GoDaddy

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept