WE BELIEVE IN
Ascend Advisory Group was built upon the belief that planning should be about stewardship. Our company is rooted in service, with a commitment to humbleness and honesty.
We wanted a new type of ‘doing business’ when we started this company that wasn’t about wining and dining at cocktail hours; and more about authentic connections.
We’ve added seats at our table for those with exceptional finance experience and aim to ensure our advisors feel comfortable – really safe – being heard when they have ideas. Though our company has grown, we remain steadfast and true to our mission of helping our clients ask the right questions and helping them understand the nuances of their options.
We work to ensure the mission for each client’s dollar is achieved.
Chris & Tony
Meet our Associates
Investment and Insurance Products: - NOT FDIC Insured - NO Bank Guarantee - MAY Lose Value
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Wells Fargo Advisors, LLC, is a separate non-bank affiliate of Wells Fargo & Company.