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Comprehensive Financial Strategies

To Help You Build Confidence & Clarity

Let Us Handle the Complexities of Your Financial Picture

The clients we work with are diverse in nature but share similar qualities of being diligent savers and skilled individuals. No matter your financial concerns, we’ll learn more about you and your particular objectives in order to develop appropriate strategies to help you pursue them. With tailored recommendations in hand, we'll implement your plan and monitor its progress toward reaching your goals. 

We Provide Clarity to Guide Your Retirement Journey

You’ve worked hard to get to this stage in your life and we understand that preparing for your next chapter can feel somewhat daunting. At Ascend, we aim to alleviate your concerns with recommendations to help you seamlessly transition into retirement and enjoy the moments that matter most. 

Our Dedicated Strategies Include:

Financial Planning

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Investment Management

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Educational Opportunities

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Estate Plan Guidance

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CPA Coordination

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