Ascend Advisory Group

Welcome to Ascend Advisory Group, LLC (Ascend) and our Website.  If you are a new visitor to Ascend, we hope that you can find some information here that piques your curiosity enough to have you contact us.  If you are already an Ascend client and can not find what you are searching for, call us at the office and please let us assist you.

Ascend Advisory Group is an independent, full-service, wealth management company offering investment management and planning services to our clients.  Many of our clients are business owners, medical professionals, landowners, professional athletes and other high net-worth individuals.  Most are just great families that want assistance with the financial challenges of running a household and planning for the future.

As investment managers, we believe that traditional, passive approaches to risk management that rely solely on asset allocation fail to adequately protect principal in down markets.  Instead we use a more active, tactical asset strategy that attempts to preserve capital first, grow assets second, and then we always try to avoid the many risks that exist in our markets today.

Our wealth advisory services include retirement planning, estate planning strategies, education funding, income analysis, and executive benefits assistance.  We are focused on providing customized solutions designed and implemented according to each client's unique circumstances.

As always, we look forward to working with you.