Xartis Wealth is a wealth advisory brand that partners with business owners to help them make informed financial decisions for themselves, their families, and their businesses. Its approach emphasizes client interests, clarity, flexibility, and planning beyond investment strategies, risk profiles, and market returns. Through its Path Forward engagement, Xartis develops tailored financial roadmaps aligned with each client’s circumstances, aspirations, and changing needs.

The firm works with owners at different stages of business ownership, from managing the demands of an established enterprise to preparing for a future transition or an active transaction. Its services include strategic planning and readiness support, helping clients consider how business objectives connect with personal and lifestyle goals. Xartis aims to provide clients with choices and confidence as they plan for what comes next.

Investment advisory services are offered through Ascentis Independent Advisors, an investment adviser registered with the U.S. Securities and Exchange Commission. Xartis Wealth is a doing-business-as name of Ascentis. Its office is located in Schaumburg, Illinois.