About Us
We built the firm we’d feel confident entrusting with our own families’ futures.
At Ascend Integrated Wealth, we believe most financial mistakes aren’t caused by bad choices — they’re caused by disconnected advice. Too often, investments, taxes, estate planning, and insurance are handled in silos, leading to missed opportunities and unnecessary complexity.
We do things differently. Our goal is to bring every part of your financial life under one roof so we can create strategies that are easier to manage and designed to work together — allowing you to focus on making informed decisions about protecting and growing your wealth.
Ascend Story
At Ascend Integrated Wealth, the story begins with a simple but powerful observation: too many families and business owners were falling through the cracks of a fragmented financial system.
After years of watching clients work with well-intentioned but disconnected professionals — financial advisors, CPAs, attorneys, insurance agents, and bookkeepers — it became clear that the traditional model was broken. Each professional operated in isolation, often missing opportunities, duplicating efforts, or leaving clients uncertain about whether all the pieces were truly working together.
Ascend was created to help change that.
Its mission is to build a modernized family office experience that brings every part of a client’s financial life under one roof. By aligning investments, tax strategies, estate planning, bookkeeping, insurance, and business solutions, Ascend aims to reduce the gaps caused by outsourcing and replace them with seamless coordination.
The result is not just advice — it’s a complete, integrated plan designed to support wealth protection, improve efficiency, and identify potential opportunities for growth.
At Ascend Integrated Wealth, the belief is simple: the future of wealth management is integrated. And every client deserves a strategy that serves the people and purposes that matter most.