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Purpose Driven Financial Planning

Our holistic approach and innovative discovery process helps you build and live a great life—on purpose. We  address the complex financial planning, tax, and investment needs of high-net-worth individuals, allowing you to live confidently, fully, and purposefully.

CONFIDENCE and PEACE OF MIND
At Ascend Financial, our goal is to give you peace of mind knowing that the important details of your financial needs are being attended to in a thoughtful, thorough and personal manner. We work daily to deliver you exceptional client experiences that provide order and clarity to simplify your financial life, secure your future, and reduce your risks—allowing you to focus on the things that really matter.

FINANCIAL FREEDOM
Financial Freedom means different things to different people.

For some people, wealth can create the polar opposite of freedom. At Ascend Financial, we believe that by creating a personalized wealth program designed around your life’s values, vision and goals, we can make your wealth work for you, freeing you to live a fully satisfying life.  A life where you realize that wealth is so much more than just financial.

LIVE PURPOSEFULLY
Wealth represents opportunity and responsibility. At Ascend Financial, we believe that when you are confident in your financial future and have defined true financial freedom, you can prioritize accordingly. You become empowered to live your life with purpose, using all of your wealth—be it money, time, talents, wisdom, health, influence or relationships—to make a positive difference in the lives of your family, friends, community and society.