Co-Founders

Team

Additional Support

Ascend Integrated Wealth partners with Mariner, giving us access to seasoned professionals in tax, trust, estate planning, investments, retirement planning, and insurance. Through our partnership, we can bring in a team of experienced professionals as needed, helping to ensure you receive comprehensive support tailored to your unique needs.

Wealth Planning & Strategy Team

The Mariner associates listed are not employees of Ascend Integrated Wealth. They are employees of Mariner and Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. For additional information, refer to https://independent.mariner.com/legal/.