Our Clients

Ascend Advisory Group clients have distinctive needs and a sample of some of our clients' professions follow:

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.

Business Professionals

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.

Health Care 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.

Landowners

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.

High Net-Worth Individuals

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

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