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Our DIfference


Our Purpose

At Ascend Financial, the foundation of our company is based on our mission of “intention” and "purpose".  It’s the core mission of our compay, driving every decision and action, and providing the foundation for how we approach our clients and our work.

Likewise, we take an intentional approach to helping you realize the full potential of your wealth.  We believe that your wealth should be managed like a well-run business. However, every successful business must define their "Why?".

Using your unique "Why?" as the foundation, we lay out a strategic plan to achieve your goals, and empower each and every decision with intention and purpose.


Our Approach

Our approach empowers our clients to:
  • Understand your vision for the future
  • Build a strategic financial plan to meet your goals
  • Integrate your assets with your wealth strategy
And because your goals and intentions may change over time, our approach and team is dynamic. We adapt your strategy to your evolving life plans.


Commitment to Fiduciary Duty

We’ve adopted the highest legal standard of care, choosing to act as an unwavering fiduciary in the best and exclusive interest of our clients.


About 

Click here to learn more about our founder.