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Marcus W

CFP®

Scottsdale, AZ

Ascension Advisors

Ascension Advisors was created to deliver a more personalized level of service and financial planning. I believe an investment strategy should align with one's values, priorities, and purpose. I created a firm where advisors have the flexibility, technology, and autonomy to craft tailored strategies that empower clients to pursue their goals with intention and confidence. Early in my career, I learned to value quality over quantity—sometimes, less is more. Deep, meaningful relationships built on empathy and trust are the foundation of delivering true client value. Managed growth enables me to cultivate these relationships with intention and provide exceptional client experiences, regardless of client net worth. The need for comprehensive, personalized fiduciary financial planning continues to grow—particularly among select client segments. Ascension Advisors was created to meet that demand. While the core principles of building, managing, protecting, and transferring wealth remain constant, the broader economic and capital markets landscape is dynamic and continuously evolving. Clients are well served when partnering with an advisor who genuinely understands and appreciates their journey—and is committed to helping them reach their destination.

Tax strategies for small businesses Retirement income strategy Active portfolio management Sales Professional Technology Professional Women's Finance Gen X (Born 1965-1980)
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