Our mission is to identify our clients financial priorities, clarify their unique goals, and integrate coordinated strategies that will allow them to achieve wealth creation and preservation.
At Ascend Wealth Management we work with individuals and businesses as they seek to make sound financial decisions. Our coordinated approach to holistic financial planning is unique for each individual client.
Identifying your life goals can help you make the financial decisions that will allow you to realize your dreams- for tomorrow, and well into the future. At Ascend Wealth Management, our initial meeting begins with a discussion about you and your unique situation as we /explore/ your goals & values. After clarifying your priorities, we create a customized, detailed strategy to help you be more confident about your financial future.
A comprehensive financial plan will clearly show how your goals are interrelated, and serves as a framework for organizing the pieces of your overall financial picture. Integrating your coordinated financial plan with individually tailored strategies will help guide you on your path towards financial independence. Most importantly, you’ll have the peace of mind that comes from knowing that you are on track towards achieving your financial goals.
“Achieve new heights. Ascend.”
1. to move, climb, or go upward; mount; rise.
2. to slant upward.
3. to rise to a higher point, rank, or degree; proceed from an inferior to a superior degree or level.
4. to go toward the source or beginning.
5. to go or move upward upon or along; climb; mount: to ascend a lookout tower; to ascend stairs.
6. to gain or succeed to; acquire: to ascend the throne.