Ways in which we serve

Comprehensive WEALTH MANAGEMENT

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New Investors

Saving for College

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Tax Management Strategy

INVESTMENT MANaGEMENT

Business Owners

Estate Planning Strategy

Institutional Asset Management

Retirement Planning

Charitable Giving

Insurance

Executive Compensation
 

Our Promise

Ascend Advisory Group was built upon the belief that planning should be about stewardship and family. Our company is rooted in service, with a commitment to humbleness and honesty.

 

When you choose to work with our company, you’re not only choosing a talented investment team, but also a level of collaboration and success that happens when a family strives for the same goal. 

 

That is why it is our promise to invest for our clients as we would for our families.