We are a modern, family-like office for today’s families—uniting tax, estate, retirement, insurance, and investment expertise into a single, coordinated strategy. As independent fiduciaries, we are legally obligated to act in our clients’ best interests. Through our partnership with Mariner, we believe you gain the scale of a national firm with the boutique experience of a local office. Our mission: to help you grow, protect, and transfer your wealth with clarity and confidence—so you can focus on what matters most.
Partnered With
We’ve taken the time-tested structure of a traditional family office and made it more accessible through a fractional model—bringing investments, tax, and estate planning together in one coordinated experience. Unlike siloed professionals who operate independently, our integrated process is designed to help reduce the likelihood that information gets lost in translation—aiming to help you identify and manage potential oversights and gain confidence in having a more coordinated view of your financial life.
Whether you’re seeking guidance on investments, advice on protecting your assets, or are simply looking for proactive counsel, our team is here to help.
We recognize that every family has unique goals and levels of financial complexity.
That’s why Ascend offers a tiered service model designed to grow with you—delivering comprehensive guidance through the lens of our fiduciary responsibility to always act in your best interest.
For professionals and families building momentum, this tier focuses on personalized financial planning and tailored investment management to help you move forward with clarity.
Includes:
Built for clients seeking a coordinated approach to managing, protecting, and transferring wealth.
Includes all Premier services, plus:
Personal tax preparation and personal estate design are included. Business and advanced legal structures may be billed separately at a preferred cost through our affiliated law firm.
Designed for families and individuals seeking the full experience of a modern, fractional family-like office—offering complete oversight across tax, estate, and administrative coordination.
Includes all Ascend services, plus:
At Ascend Integrated Wealth, we work with executives, entrepreneurs, and families using a forward-looking, integrated approach to wealth management. Our multidisciplinary team provides a boutique-style family office experience designed to help clients pursue strategies intended to protect, grow, and optimize what they’ve built — across investments, business interests, and other financial areas — while seeking to simplify complexity so clients can focus on what matters most.
We believe clarity can help build confidence. That’s why we aim to operate with honesty and integrity, seeking to help clients understand where they stand and what to expect. We view trust as foundational in client relationships and work to earn and maintain it.
We take a disciplined, research-informed approach to financial planning and investment management. We consider a range of factors that may affect a client’s financial situation in order to help identify strategies appropriate for their individual goals.
Managing wealth isn’t just about growth — it’s about foresight. We incorporate risk-management considerations into our process, helping clients address challenges such as market volatility, inflation, longevity, and capital preservation needs with strategies intended to support long-term financial objectives.
Your financial journey is personal, and so is our approach. We seek to build long-term client relationships grounded in open communication and commitment, supporting clients and their families through market cycles, life transitions, and over time.
