How we’re regulated, how we’re paid, and what you should know.

Advisory services

Investment advisory products and services are made available through Impact Partnership Wealth, LLC (“IPW”), a Registered Investment Adviser regulated by the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Dustin Rudolph is an Investment Advisor Representative of IPW. Legacy Ascent Wealth is a separate entity from IPW.

Insurance products

Insurance products are offered through Legacy Ascent Wealth. Insurance products are typically commission-paid by the issuing insurance company. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Investment risk

Investing involves risk, including the possible loss of principal. Past performance is not a guarantee of future results. No strategy assures success or protects against loss in a declining market.

Tax and legal advice

Legacy Ascent Wealth and IPW do not provide tax or legal advice. Please consult your tax or legal professional regarding your individual situation. With your permission, we coordinate with your CPA and estate attorney.

Custody

Client investment accounts are held at Fidelity Investments, an independent custodian. Legacy Ascent Wealth does not take custody of client assets.

Form ADV

A copy of IPW’s Form ADV Part 2A and the Form CRS (client relationship summary) is available on request and at the link below.

Privacy

We collect only the information needed to respond to you and to provide services. We do not sell your information.

Website content

The content of this website is for informational purposes only and does not constitute an offer to sell or a solicitation to buy any security or insurance product. Photographs of people other than firm personnel are illustrative and do not depict actual clients.