About Us
Wealth, built as a system. Not in pieces.
We built the kind of firm we would trust with our own families.
At Ascend Integrated Wealth, we help families and business owners simplify complexity by bringing key areas of planning into one coordinated strategy. Rather than managing separate conversations around investments, taxes, estate planning, and risk management, clients work with a team focused on how each decision supports the bigger picture.
This approach is designed to provide a more organized, more intentional framework for protecting wealth, pursuing opportunity, and planning for what matters most.
We do things differently. Our goal is to bring every part of your financial life under one roof so we can create strategies that are easier to manage and designed to work together — allowing you to focus on making informed decisions about protecting and growing your wealth.
Ascend Story
Ascend Integrated Wealth was founded on a clear belief: families and business owners deserve more than disconnected advice.
For years, many clients were left to coordinate between separate professionals—financial advisors, CPAs, attorneys, insurance agents, and bookkeepers—without a true central strategy. Even when each advisor was capable and well-intentioned, the overall experience often lacked alignment, efficiency, and accountability.
Ascend was created to offer a more coordinated and integrated approach.
Our firm was built around a modern, integrated model that brings key areas of planning into one coordinated experience. By aligning investment management, tax strategy, estate planning coordination, insurance guidance, and business planning, we help clients move forward with greater clarity and confidence.
The goal is simple: reduce complexity, uncover opportunities, and create a strategy where every decision supports the bigger picture.
We believe the future of wealth management is thoughtful integration built around the people and priorities that matter most.