American Trust Wealth is now part of Ascensus.
Ascensus has completed its acquisition of American Trust Wealth. Read the official press release for details.
At American Trust Wealth, our commitment goes beyond managing wealth — we also work to help preserve your family’s long-term financial security. That means staying ahead of emerging threats and hidden financial risks like minor identity theft. It may come as a...
By Andrew Mason, CFP®, AIF® When families come to us at American Trust Wealth, they are often thinking about retirement, building wealth or leaving a legacy. Our individual investor services cover everything from retirement planning to investment management,...
When markets suddenly lurch lower, the flicker of red on a screen is more than a financial read-out. It is an emotional siren. Prospect theory, the landmark work of Daniel Kahneman and Amos Tversky, explains the first half of that reaction. We anchor every outcome to...
As we celebrate National Financial Freedom Day on July 1, we at American Trust Wealth invite you to pause and reflect. This is a moment to consider not only the concept of financial independence but also your personal progress toward achieving it. At its core,...
At the end of Lin-Manuel Miranda’s hit musical Hamilton, the final song asks a question that lingers long after the curtain falls: “Who lives, who dies, who tells your story?” After two and a half hours chronicling ambition, revolution, sacrifice, and achievement, the...
Introduction: Clarity Doesn’t Have to Be Complicated No matter how much wealth you’ve built, one of the most valuable things you can leave your loved ones is clarity. Yet, conversations about what happens after you’re gone...
Building long-term financial security begins with one key habit: starting early. Whether you’re setting up regular investments or seeking trusted financial advice, the sooner you start, the greater the impact. While these strategies benefit your own future, they...
As we are in the middle of spring, we’re reminded that weather during this season can often be wildly unpredictable. Beautiful sunny days can give way to sudden cold snaps or violent thunderstorms overnight, frequently with blue skies returning the very next day. It...
Springtime is usually a busy season and one of my favorite times of the year. The cold, short days of winter finally give way to more sunshine, longer days and a lovely “spring green” that beckons the call of lawnmowers. For some, this time of year means spring...
As the Major League Baseball season takes swing—with ballparks buzzing, gloves snapping, and the unmistakable scent of pine tar in the spring air—it’s a fresh reminder of just how much America’s pastime can teach us about discipline, strategy, and timing. Baseball,...