This Is Why We're Here.

Why We're here


Assante understands that when a client asks questions about their finances, they’re really looking for answers to their, and their families’ future. Our advisors have the expertise and resources, but also the empathy and desire to help our clients achieve their life goals, whatever they may be. Through real client testimonials, see how Assante advisors are building deeper relationships with their clients to take away the uncertainties and provide complete wealth planning advice that shows this is why we’re here.

Robert and Tarina
Business Owners
When Tarina decided to open her first business, the risks and uncertainties seemed endless. Her Assante advisors gave her the support to see it through.
Lori and Roger
Roger and Lori faced a major life decision that would impact their whole retirement. Their Assante advisor helped them see their dreams come true.
Major Life Transition
Melanie had no idea how important her relationship with her Assante advisor would become, until she needed more than financial advice.

Are you well prepared for life’s major changes?

man and woman snow sledding
There are countless situations and life events that could make you alter your retirement plans. But there are four ways to react to those changes and fulfill your retirement dreams.
Woman's hand placing coin into piggy bank
Understanding your personal and charitable goals and objectives is the key to making sure your legacy plans are integrated with your overall planning.
Father and daughter working together
As baby boomers head toward retirement, many will be faced with selling or transferring a family business. Are you prepared?