We believe that every dollar has a


Let us help you discover yours.

We believe in your future.

When you work with us, we bring a spirit of loyalty, service, and an unwavering commitment to your success. We’re excited to serve you and are ready to help you define your financial goals and take care of the important people in your life. 

$1.15 B

Assets Under Management as of December 2020, starting with $27M in 2000



Doubling our staff since 2010 to help ensure you get the time and care



Registrations, Licenses & Certifications among staff


We believe in working together.

We believe in open dialogue and the sharing of new insights. You will have the chance to interact with many members of our team because we understand the value of having a deep bench. Our team is always there for you.

We believe in giving back to our community.

Investment goes beyond serving our clients and translates directly to helping the people and community we serve. We give our time and care to help ensure that our actions have a positive impact on our community. 

Take a look at some of our passion projects.

Latest Insights

1. As of Dec 1, 2020.

2. As of Dec 1, 2020 

© 2020 Ascend Advisory Group.

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV). Please consult with each individual Financial Advisor listed on this site to understand what states they are licensed to transact business.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment and Insurance Products:

  • Not Insured by the FDIC or any Federal Government Agency

  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate

  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

©2020 Wells Fargo Clearing Services, LLC. All rights reserved.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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