We offer integrated wealth advice to help you ascend to new heights of financial success.

About Us

Our Services

At Ascend Integrated Wealth, we provide comprehensive wealth planning services through our partnership with Mariner Advisor Network. As part of the Network, 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.

Wealth Planning

Our Team