Jeremy Miller - Ascend Wealth Management

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Jeremy Miller - Ascend Wealth Management I help business owners, individuals, and families achieve their financial goals.

These tax-saving strategies could have a big impact on your business's bottom line. Can you implement any of these befor...
11/03/2026

These tax-saving strategies could have a big impact on your business's bottom line. Can you implement any of these before the end of the year?

raymondjames.com

10/07/2026

Boomers seek stability, Millennials chase innovation. Two distinct styles reshaping markets and driving the cultural forces behind tomorrow's financial landscape:

Most of us associate 529 accounts with college savings. They're flexible, allowing you to transfer assets to anyone for ...
10/06/2026

Most of us associate 529 accounts with college savings. They're flexible, allowing you to transfer assets to anyone for the purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful estate planning tool, too?

raymondjames.com

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your fa...
10/01/2026

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your family's wealth can help preserve your legacy and prepare future generations to make thoughtful financial decisions.

raymondjames.com

How much of one stock is too much? See how concentrated equity positions could influence your finances and how you can s...
09/29/2026

How much of one stock is too much? See how concentrated equity positions could influence your finances and how you can strategize to manage their impact:

raymondjames.com

As your financial picture evolves, so do the challenges that come with protecting it. Learn why a thoughtful approach to...
09/24/2026

As your financial picture evolves, so do the challenges that come with protecting it. Learn why a thoughtful approach to risk management, insurance and wealth planning becomes increasingly important as assets grow:

raymondjames.com

Wondering how employee stock ownership plans (ESOPs) work? Discover the steps required to set one up, what their advanta...
09/17/2026

Wondering how employee stock ownership plans (ESOPs) work? Discover the steps required to set one up, what their advantages are and why they might be right for you:

raymondjames.com

Did you know you can use life insurance in strategic business planning? Here are some use cases for savvy entrepreneurs:
09/15/2026

Did you know you can use life insurance in strategic business planning? Here are some use cases for savvy entrepreneurs:

raymondjames.com

Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contribu...
09/10/2026

Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contributions:

raymondjames.com

Address

6985 Union Park Avenue, Suite 500
Salt Lake City, UT
84047

Telephone

+13852385707

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