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
Economic Outlook: Initial Take on Trump’s Four Buckets
I feel better about some of my past economic calls that haven’t panned out. Theodore Roosevelt’s quote—“The only man...
Santa Hit Some Air Turbulence at Year-End. Time for a Rest? Buckle Up!
“The greatest danger in times of turbulence is not the turbulence; it is to act with yesterday’s logic.” —...
Too Much of a Good Thing in 2024—Or Riches Deserved?
It is possible to have too much of a good thing.” – Greek storyteller Aesop “Too much of a good thing can be...