Independent Fiduciary · Houston, Texas
Independent Fiduciary · Houston, Texas
Senior Wealth Advisor
Partner & Wealth Advisor
Senior Wealth Advisor
Wealth Advisor
Associate Wealth Advisor
Financial Planner
Operations Director
Client Services Director
Tax & Estate Attorney
CPA
CPA
EA, Tax Accountant
Tax & Estate Coordinator
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.
