Ascendor Wealth, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Ascendor Wealth has teamed with SEI so we can provide our clients with access to some of the nation’s elite money managers. We give our clients the peace of mind knowing we are personally involved with them and actively protecting their investments at the same time.
It's not what you make, it's what you keep. Taxes are a reality, but are you anticipating them and avoiding them whenever possible?
Learn MorePreparing for the unexpected and the inevitable, your assets will go somewhere. Are you ready to leave a legacy, whether it happens in 3 years or 30 years?
Learn MoreFrom making millions to losing everything, risk is a reality of investing. How much risk do you need to take in order to meet your goals?
Learn MoreSomeday, by choice or by nature, you will stop working. What should you be doing now to enjoy that day when it arrives?
Learn MoreFrom home insurance to alien abduction, you can insure just about anything. Which coverage will help you achieve your goals?
Learn MoreIt's easy to let your lifestyle absorb your income. Can you afford to keep up with the Joneses while still meeting your financial goals?
Learn MoreAnyone can call himself or herself a "financial planner." In fact, many insurance agents and stockbrokers use the term "financial planner" or "financial advisor." But only those who have fulfilled the certification and renewal requirements of the CFP®Board can use its marks. Learn More about our certifications and Frequently Asked Questions regarding being a Certified Financial Planner.
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At Ascendor Wealth, wealth management involves a team-based approach. From a single location, we integrate financial, legal, and accounting services. With this approach, we develop and implement our client's investment, estate planning, tax, and retirement goals.
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Check the background of your financial professional on FINRA's BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
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