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 investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and business entities. Services include discretionary asset management (delivered in part through SEI Investments Management Corporation’s Sub‑Advised Program), modular financial planning, and retirement plan consulting and participant education. The firm implements client allocations using SEI’s institutional portfolios and rebalances accounts at least quarterly, while combining fundamental, technical, and cyclical analysis with the methodologies of selected sub‑advisors. Financial planning is integrated into the asset management relationship via the firm’s planning software, and retirement plan advice is delivered with ERISA‑focused disclosures, including guidance on rollovers and related conflicts of interest. Noteworthy aspects disclosed in the brochure include ownership and referral relationships with affiliated law and accounting firms and an arrangement that provides clients access to the affiliated law firm for legal consultations (clients formalize that attorney‑client relationship when using the service). The firm’s associated persons are also licensed insurance agents who may receive commissions on insurance implementations, and the firm may employ borrowing/margin strategies and leveraged ETFs through managed accounts—features that the brochure highlights as less common among similar team‑sized advisory firms.

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.