Ashton Thomas Private Wealth is a financial advisory firm focused on providing attentive, personal wealth advice to affluent individuals, families, institutions, and financial advisors. With a nationwide presence, the firm helps clients put their finances in perspective and plan for the possibilities of a well-lived life. Its private wealth services include wealth planning, asset management, philanthropy, family office support, and business succession guidance. Tax services, estate and trust services, and banking solutions are also listed, though the firm notes that some are provided by unaffiliated third parties.

For institutional clients, Ashton Thomas offers institutional asset management, support for foundations and endowments, retirement plan services, and succession solutions. Through its broker-dealer affiliate, Ashton Thomas Securities, the firm also provides access to services and investment opportunities such as brokered transactions, real estate investment trusts, 1031 exchange programs, direct mutual funds, variable life and annuities, and private placements. For advisors, Ashton Thomas promotes partnership, technology, operational support, and transition assistance.