From 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?

We’ve all heard the almost-cliché investment advice “buy low, sell high.” Sounds simple, right? But somehow, it is not always easy to do. Our clients individual life situations, priorities, financial goals, risk tolerance, etc. will always drive their investment mix. While taking these factors into consideration, we put together an investment portfolio that reflects WHY you are investing in a certain manner.

Ascendor Wealth prides itself in having highly personal service. We believe that a well developed advisor-client relationship combined with our financial planning expertise will put you on the track to achieving your financial goals as your trusted advisor.

  • Stocks
  • Bonds
  • Mutual Funds
  • ETFs
  • Asset Allocation
  • 529 College Savings
  • Alternative Assets
  • Private Equity
  • Promissory Notes
  • LLCs and Family Owned Entities