Upholding Values in Financial Guidance

Our mission is rooted in the principles of trust, honesty, and integrity. We believe that our values are not just words; they are standards we live by every day, guiding every decision and interaction. Established to provide long-term, value-added financial counsel and superior investment performance, we focus on working closely with our clients to articulate, establish, and achieve their financial life goals. Our approach to financial planning and investment management is straightforward: aim to win by not losing. We understand that the best financial decisions are those made through an integrated and orderly process, where planning and investment are seamlessly interrelated.

Our commitment to professionalism and excellence is unwavering. We continually strive to enhance our professional competence across all financial disciplines, ensuring that we are always prepared to act in the best interests of our clients. By maintaining independence and a fee-only structure, we avoid conflicts of interest, ensuring that our advice is unbiased and solely focused on the best outcomes for our clients. This structure supports our ability to make vigilant and attentive decisions, fostering an environment where each client can feel confident and secure in the financial paths we pursue together.

Who benefits most from partnering with Ascend? Individuals who lack the time, knowledge, or inclination to manage their personal finances alone find immense value in our services. Our clients appreciate our professional money management, which safeguards their lifetime savings and supports a structured, disciplined approach to their financial lives. Investors who view time as an ally and patience as a virtue will find a kindred spirit in Ascend, as we build investment portfolios that are meant to endure and grow over time. We are ideally suited for those who seek a partnership with a personable, independent firm that places a high value on client relationships and customized financial strategies.