A complete list of active advisors currently associated with Ascend Wealth Advisors, LLC

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

Ascend Wealth Advisors, LLC provides discretionary portfolio management to individuals and high-net-worth clients and also serves institutional-type clients including corporate pension and profit-sharing plans, charitable institutions, and endowments. The firm manages individually tailored accounts invested in equities, fixed income, ETFs, mutual funds and bank CDs, and does not offer financial planning, estate planning, insurance-related products, or tax planning services. Accounts are managed according to selected portfolio strategies that reflect each client’s objectives, risk tolerance and liquidity needs, with an emphasis on regular client communication about changes in circumstances. Investment decisions rely on fundamental evaluation of individual stocks and funds, use of ETFs and mutual funds, and a generally buy-and-hold orientation for core holdings while retaining flexibility to adjust positions or hold cash when attractive opportunities are limited. At about $41.5 million in assets under management and a modest client base, the firm’s willingness to work with charitable organizations and pension/profit-sharing plans is uncommon among independent advisers of this size. The firm is owner-managed and draws on the lead advisor’s industry analytical background and a Certified Fund Specialist designation and prior securities-principal experience to support its fundamental, account-specific approach.

To learn more about the advisors currently working at Ascend Wealth Advisors, LLC, 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.