Ascentis Independent Advisors Adds Four Teams with Over $1 Billion in Assets

Four financial advisory practices—Capital Waypoint, Citrus Wealth Management, IMPACT Financial Strategies, and Rooted Wealth Management—have joined Ascentis Independent Advisors, bringing over $1 billion in combined client assets. The practices, previously operating as a unified Raymond James branch in California and Colorado, made the transition to access expanded planning capabilities, investment solutions, and operational support while maintaining Raymond James as their primary custodian.