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An Intentional Financial
Relationship to Help You

Grow, Preserve &
Enjoy Your Wealth

“Be bold enough to use your voice, brave enough to listen to your heart and strong enough to live the life you have always imagined.”

Who We Are & What We Do for Those We Serve

Who Needs a Financial Advisor? Everyone does!

At Ascend Wealth Management, we strive to be your trusted advisor in working to help you achieve the financial goals to which you aspire. Our mission is to provide the highest level of financial planning and investment management services.

With a dedication to the fiduciary standard, we aim to be your most valued resource and always put your best interests at the forefront of our recommendations. As your financial professional, your advisor and your friend, our objective is to help you embrace your financial future and educate you every step of the way. 

Are You Ready to Clarify Your Next Chapter?

Envision Your Path Forward

Check the background of this firm/advisor on FINRA’s BrokerCheck.