About Us

Empowering Clients to Achieve Their Goals With Clarity

At Ascend Integrated Wealth, we help empower individuals and families by integrating wealth across various aspects of their financial plans. We are a boutique wealth management firm that believes true financial success is achieved through a unified approach – considering all facets of a client’s financial life.

Our mission is to help our clients find a harmonious balance among their various financial goals. Operating under fiduciary standards, we offer a comprehensive wealth planning experience that integrates investment management, retirement planning, risk management, tax management and estate planning. We believe these aspects are interconnected and addressing them in isolation may lead to missed opportunities or gaps in a client’s wealth plan. We’re here to offer you a connected, comprehensive wealth planning experience.