We offer integrated wealth advice to help you ascend to new heights of financial success.
About UsOur Services
At Ascend Integrated Wealth, we provide comprehensive wealth planning services through our partnership with Mariner. As part of Mariner, we have access to experienced tax, trust, estate planning, investments, retirement planning and insurance teams. We’ll collaborate with these teams as needed to provide you with a coordinated wealth plan. Our goal is to help you achieve your goals and build a secure financial future.
Who We Are
As fiduciaries, we are committed to putting your interests first. Our integrated approach is designed to provide thorough financial guidance. Together, we can navigate the complexities of wealth.
Resources
The November market pause just might set the table for a profitable 2026
The S&P 500 finished November up 0.2%, bringing year to date returns to 17.8% through month end. A flat month on...
Trick or treat: A mixed bag
October could best be described as a mixed bag: some good, some bad, but certainly eventful. The month’s headlines and...
The Fed Talks the Talk, Walks the Walk: Investors Embrace the Fed’s Decision
Mark Twain once said that September is a particularly difficult month to invest in stocks. Of course, he went on to...