Client List
Ascend Advisory Group clients have distinctive needs, a sample of some of our clients professions follow:
With high incomes that are often short term in nature, professional athletes require special planning. We have built a strong practice discretely serving their needs.
Business professionals generally demand a high level of service, with a specific focus on retirement, education, tax planning and estate planning. We have specific capability in each of these areas.
The many doctors and other health care professionals served by our practice understand and appreciate our grasp of the complex planning and protection issues they face.
The sophisticated money management strategies we implement for high-net worth clients incorporate both wealth building and wealth preservation features.
As the creation of a property legacy has become more difficult and complex, we have built a practice that works for diversification as well as preservation for future generations of landowners. |
Professional Athletes