Independent Fiduciary · Houston, Texas

Our Services

A Modern Office For Your Family

Our Services

At Ascend Integrated Wealth, we believe true wealth management is more than just investments — it’s a coordinated, forward‑thinking plan for every stage of life. Our four core service pillars work together to help you grow, protect, and transfer your wealth, with specialized consulting available for business owners and entrepreneurs.

Building or running a business? Business Consulting is available as specialized, dedicated support for business owners and entrepreneurs.

Schedule a Conversation

Whether you're seeking guidance on investments, advice on protecting your assets, or simply looking for proactive counsel our team is here to help.

Get to Know Us

Let's Talk

Have a question about your situation, or ready to see how an integrated plan could work for you? Reach out directly or send us a note.

Reach Us Directly

281-674-8868

Mon – Fri, 8:30am – 5:00pm CT

info@ascendiw.com

We reply within one business day

5444 Westheimer Rd, Suite 1600

Houston, TX 77056

Quick Links

Begin the Conversation

Request a conversation

Tell us a little about your situation and goals, and a member of our team will be in touch.

Get to Know Us

Let's Talk

Have a question about your situation, or ready to see how an integrated plan could work for you? Reach out directly or send us a note.

Reach Us Directly

281-674-8868

Mon – Fri : 8:30 AM – 5:00 PM CT

info@ascendiw.com

We reply within one business day

Quick Links
Begin the Conversation

Request a conversation

Tell us a little about your situation and goals, and a member of our team will be in touch.