Our Clients

 

 

Ascend Advisory Group provides comprehensive wealth planning strategies to a wide range of clients including:

Successful Individuals and Families

The sophisticated investment and professional money management strategies we implement for high-net worth clients incorporate both wealth building and wealth preservation strategies.

Entrepreneurs and Corporate Executives

Business professionals generally demand a high level of service, with a specific focus on retirement, education, tax-efficient investing, and estate planning needs.  We have the capability to assist in each of these areas.

Retirees

Our clients have spent years building their nest egg.  Our practice examines and employs the various options and techniques needed in order to provide for efficient income distribution and planning.

Medical Professionals

The many doctors and other health care professionals served by our practice face complex planning and protection issues.  We understand and help them address these needs.

Telephone Company Employees

Whether you are a Union employee or in upper management, it is important to work with an advisor who understands the details and options of your company's retirement plan.

Landowners and Farmers

As the creation of a property legacy has become more difficult, our practice recognizes the complexity and works for diversification as well as preservation for future generations of landowners.

Professional Athletes

With high incomes that are often short term in nature, professional athletes require special planning.  Our practice discretely assists them with their needs.

 

Ascend Advisory Group and Wells Fargo Advisors Financial Network do not provide tax or legal advice.