Ascended Financial Group · Los Angeles, CA
Bespoke life insurance, private equity, and life settlement solutions for high-net-worth individuals, institutions, nonprofits, and credit unions. Over a quarter century pioneering the advanced strategies that most advisors simply don't know exist.
Elevating Wealth. Honoring Legacy.
01 — Our Founder
Alice Kim is the CEO and Founder of Ascended Financial Group, LLC — a boutique wealth strategy firm headquartered in Los Angeles, specializing in sophisticated solutions for ultra-high-net-worth individuals, institutions, nonprofits, family offices, and credit unions.
Since 1998, Alice has led the field with innovative approaches that most financial advisors simply don't offer. Her expertise spans premium financing, captive insurance, executive benefits, life settlements, and private equity — strategies engineered to protect, grow, and transfer wealth across generations.
A graduate of the University of the Pacific, Alice began her career advising government employees at the nation's largest school district before building one of California's most respected independent wealth practices. Her firm has brokered deals exceeding $250 million, and her clients include Hollywood celebrities, professional athletes, and some of the largest CFOs in the country.
Recognized by the Million Dollar Round Table™ as an authority on tax-efficient wealth management, Alice has been invited to speak at conferences around the globe. She also provides pro bono financial guidance for domestic violence survivors and is a lifelong champion of financial literacy.
02 — What We Do
Institutional-grade life insurance solutions engineered to protect, grow, and efficiently transfer significant wealth — far beyond what traditional advisors offer.
Access to institutional-quality alternative investments, including life settlement funds — a non-correlated asset class delivering compelling risk-adjusted returns.
Specialized capital strategies for institutions that think in systems. Tailored for credit unions, nonprofits, foundations, and family offices.
03 — Who We Serve
"Alice specializes in Ultra High Net Worth clients whose typical financial needs are not understood by ordinary financial advisors. Her decades of experience have made her the authority on advanced wealth strategies — and her revolutionary techniques continue to redefine what's possible."
04 — Proprietary Access
Ascended Financial Group provides access to proprietary capital strategies unavailable through traditional financial channels. These institutional-grade frameworks integrate protection, liquidity, and legacy as a single coordinated system — addressing inefficiencies that conventional advisors are simply not equipped to solve.
Inquire About Access →Through our curated network of proprietary institutional platforms, our clients gain exclusive access to alternative investment strategies — including life settlement funds and private equity vehicles — delivering compelling risk-adjusted returns unavailable through traditional wealth management.
Inquire About Access →05 — Our Approach
We begin with a deep conversation — understanding your full financial picture, goals, obligations, and vision for legacy. No forms. No pressure. Just perspective.
We engineer a coordinated strategy — not a product recommendation. Every structure is designed to optimize protection, liquidity, and growth as one unified system.
We execute with precision, leveraging our institutional partner platforms and decades of carrier relationships to deliver exceptional structures and terms.
We remain a trusted long-term advisor — monitoring, adjusting, and evolving your strategy as your life, business, and legacy continue to grow.
06 — Begin a Conversation
We work with a select group of clients whose financial complexity requires more than conventional planning. If you're ready to explore what's possible at the intersection of protection, growth, and legacy — we'd be honored to connect.