Broker Check

Ascendant Wealth Management is a Registered Investment Advisory firm founded in 2007 by David P. Corcoran and Darin A. Morgan with the goal of bringing the complicated world of finance to a personal level so individuals and families can feel comfortable with their wealth. With 55+ years of combined experience, David and Darin bring a wealth of knowledge to the table, along with a desire to provide objective advice to clients independent of a bank, broker-dealer, or insurance company.

For us, helping people manage their wealth isn’t a career – it’s a passion.  We understand that people have different goals and objectives, so we believe that their portfolios should be structured in order to attain their own financial goals. we are intensely focused on helping clients pursue their specific goals throughout life. We’ve had the benefit of building a diverse team, cutting edge technology, and extensive service offerings that is on par with large, national firms while providing the personalized approach and caring nature of a small practice.

If you’re ready to define your goals, commit to a proven process, and work with a team you can trust, we invite you to learn more about our firm and services.