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

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

Ascend Wealth Management provides holistic financial planning, ongoing wealth management, consultation services, and occasional educational workshops or seminars. The firm primarily serves individual and high‑net‑worth investors, generally focusing on accounts that meet its stated portfolio threshold and managing about $11 million across its client relationships. The adviser typically prepares a written financial plan as the basis for ongoing wealth management, works with clients to develop investment policy statements, and conducts regular monitoring and periodic reviews. Investment guidance emphasizes long‑term, diversified allocations (including ETFs, fixed income, and select annuities) with a fundamental/value orientation, and the firm notes it does not rely on artificial intelligence for research or portfolio design. Distinctive features include the firm’s offering of public education events as part of client engagement and the practice of requiring or pairing holistic planning with ongoing wealth management services. The owner is also a licensed insurance agent and discloses the potential for insurance commissions and third‑party platform arrangements in its disclosures; the adviser was formed recently and operates a small, practitioner‑focused practice.

To learn more about the advisors currently working at Ascend 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.