Independent Fiduciary · Houston, Texas
Independent Fiduciary · Houston, Texas
Operations Director
Client Services Director
Financial Planner
Tax & Estate Attorney
CPA
CPA
EA, Tax Accountant
Tax & Estate Coordinator
Advisor Associate
Operation Support
Operation Support
Client Service
The associates listed are not employees of Ascend Integrated Wealth. Investment advisory services are offered through Private Advisor Group, LLC (“PAG”), a Registered Investment Adviser, and the individuals above are affiliated with PAG in the roles listed. Ascend Integrated Wealth and PAG are separate entities.
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.
Mon – Fri, 8:30am – 5:00pm CT
We reply within one business day
Houston, TX 77056
Tell us a little about your situation and goals, and a member of our team will be in touch.
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.
Mon – Fri : 8:30 AM – 5:00 PM CT
We reply within one business day
Tell us a little about your situation and goals, and a member of our team will be in touch.
