A complete list of active advisors currently associated with Ascend Private Wealth Management

Warmer can help you find a great advisor at Ascend Private Wealth Management or one who fits your needs even better.

The firm provides combined financial planning and discretionary portfolio management to individuals (both non‑high‑net‑worth and high‑net‑worth), families, trusts, and business owners, accepting clients without a stated account minimum. Financial planning is offered only as part of its investment management engagement rather than as a standalone service. Its investment process integrates bottom‑up, fundamental, and technical analysis with macroeconomic-driven tactical asset allocation, using a mix of active security selection alongside selective passive ETF and REIT exposures and dividend-focused strategies. Portfolios are implemented on a custodial platform and the firm may utilize third‑party model portfolios or sub‑advisers to meet client objectives. Noteworthy aspects include its solo-practitioner structure, very small asset base and client roster, and the provision of complimentary educational seminars and workshops on macroeconomic and investment topics. The firm discloses use of percentage‑of‑assets fees and selection of other advisers, and it does not serve as a private fund adviser — a combination of features that is uncommon among peer firms.

To learn more about the advisors currently working at Ascend Private Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.