Broker Check

At Ascendant Wealth Management, our clients range in age, industry, and lifestyle, but they share a common desire: help managing their wealth so they can instead focus on enjoying their lives. Our clients aren’t just looking for an advisor to provide investment advice; they’re looking for a professional they can trust and with whom they can build a long-lasting relationship.

With a passion for using our skills and experience to help others, we are dedicated to building trusted partnerships with our clients and helping them invest wisely to build and feel confident in their wealth. We jokingly refer to ourselves as “professional worriers” so that you don’t have to. We keep a close eye on your financial strategies and investments and keep you informed. And, above all, we provide you the individual attention and customized solutions you deserve.

Ultimately, we believe our clients choose to work with us because of the trust we work hard to instill. When working with us, you can expect casual and friendly yet informative meetings where your needs and goals are put first in all decision-making. Working together, we want you to benefit from:

  • Guidance through the complicated process of wealth management and financial planning
  • Education on how your plan makes sense for you
  • Empowerment to stick to your financial plan, eliminate the media “noise,” and make informed decisions