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

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

Ascendor Wealth, LLC provides fee-based wealth management and financial planning to individuals, trusts, estates, charitable organizations, and retirement plan sponsors and participants. The firm offers ongoing portfolio management (primarily through a sub-advised institutional asset allocation program), modular financial planning, and retirement-plan consulting and education. The firm typically manages accounts on a discretionary basis and relies on manager-driven asset allocation portfolios, periodic rebalancing, and a mix of fundamental, technical and cyclical analysis when advising clients. Its investment program can include long- and short-term strategies and, where manager or product selection permits, the use of margin, leveraged ETFs or other borrowing and margin-related strategies as part of separately managed account solutions. Ascendor is notable for its formal affiliations with related professional firms: it operates alongside affiliated legal and accounting practices and provides clients with reasonable access to legal consultation through that network (engagement with the law firm requires becoming a client of that firm). Associated persons are also licensed to sell insurance and may receive commissions for insurance products, and the firm discloses and manages related conflicts of interest.

To learn more about the advisors currently working at Ascendor Wealth, 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.

Name	Location	Years of experience
Keith Carter	Wilmington, NC	15
Brandon Dembowiak	Wilmington, NC	17
Charles Goings	Wilmington, NC	14
Jared Graves	Wilmington, NC	0
Ricky Graves	Wilmington, NC	17
Kevin May	Wilmington, NC	12

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