Our investment and planning professionals are backed by a superior team of client service specialists who offer individual service and attention. At Ascend, you can expect:

• Professionals who listen to your needs, understand your specific goals, and recommend objective, well thought out wealth management strategies

• Investments and other financial solutions directed toward your personal wealth management goals and objectives

• A wealth management plan that is designed to navigate through turbulent markets with responsible diversification* of assets to help manage risk

• Regular updates and proactive communications on the progress of your investments and your plan

• Support from a team that is dedicated to earning and maintaining your confidence, satisfaction and trust

• Coordination of recommendations with your attorney, accountant and other professional advisors

*Diversification cannot ensure a profit or protect against a loss in a down market.

Our team approach helps you access the resources you need when you need them.


Your Goals and Dreams, Our Guidance

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.