Where Enterprise Value Meets Life.

Wealth management strategies designed for business owners, executives, and serial entrepreneurs. 

 

Comprehensive
Wealth Management

Personal Wealth Management

  • Portfolio Management

  • Tax-Deferral Strategies

  • Household Cashflow Planning & Budgeting

  • Household Tax Management & Projections

  • Net Worth Stress-Testing

  • Legacy Planning & Estate Plan Guidance

  • Banking & Lending Solutions

Business Planning

  • Enterprise Value & Net Worth Tracking

  • Business Succession Planning

  • Business Exit Readiness Analysis

  • Business Cashflow & Earnings Stress Testing

  • Business Lending & Credit Solutions

  • Business Cash Solutions

Access Your Plan From Anywhere.

 

Chase Kenner, CFP®

President | Senior Wealth Strategist

Chase Kenner is President and Senior Wealth Strategist of Final Ascent Wealth Advisors where he helps serial entrepreneurs, retired business owners, and executives with comprehensive wealth planning and investment management. Chase began his financial career in St. Louis, Missouri during the Great Recession. Having to quickly learn how to manage investor’s emotions during a historically uncertain time, provided Chase with a rare perspective at the very start of his career.

After finding his passion in helping investors plan for the future, Chase decided to earn the respectable CERTIFIED FINANCIAL PLANNER™ designation and service his clients as a true fiduciary. He then worked his way to becoming Director of Financial Planning and Head of Research for a $1.3 billion wealth management firm. During this time, Chase found his unsuspected passion for succession planning and working with business owners when his prior firm began growing inorganically through acquisitions. This was a turning point in Chase’s career where he began noticing his fascination with private markets and the entire deal making landscape. By leading the post-merger integration process, Chase worked with individuals that were no longer business owners for the first time in decades. He saw prepared business owners take chips off the table and finally start living their life. He also witnessed seller’s remorse from individuals that didn’t have a plan for life beyond their business.

Through his experience, Chase recognized how difficult it can be for business owners to obtain quality financial planning when most of their net-worth is the illiquid value of their business. Due to this concentration issue, many business owners do not know if the value of their company will be enough to fund their future lifestyle. This conflict has inspired Chase to start his own wealth management firm and work exclusively with hardworking and entrepreneurial-minded people that he feels most connected to. Chase incorporates his M&A experience to help create an intentional and tailored-made financial planning process for his clients. He helps clients think about life after the sale and to set realistic expectations when trying to determine the cost to fund their future lifestyle.

Chase graduated from the University of Louisiana and currently resides in Lafayette with his wife, Megan, and their two children. In his spare time, he enjoys spending time with his family and their crazy dogs on the family farm or fishing on the beautiful Louisiana coast.

 

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412 Travis Street, Ste. 205

Lafayette, LA 70503