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WE BELIEVE IN

Working
Together

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.

 

Sincerely,

Chris & Tony 

Meet our Associates

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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.

© 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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm.  Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

 

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