Broker Check

Climb Every Mountain

Our Services And beliefs

Planning for your future doesn’t have to be a stressful process. With our help, we can help create a comprehensive financial plan that allows clients to completely understand their financial situation. Through analysis and education, we can develop an effective consultative approach and plan to help maximize a client’s potential.

At Ascend Wealth Consulting, we believe everyone can benefit from our services, so we have low account minimums and no initial consultation fees.  Removing barriers to financial success is just one thing that separates us from other financial institutions. 

Get Started Now! 

Investment

Investment

Create an investment strategy that's right for you.

Learn More
Retirement

Retirement

Steps to consider, to pursue the retirement you want.

Learn More
Estate

Estate

Manage your affairs during your lifetime and beyond.

Learn More
Family

Family

We look forward to helping you and your loved ones explore their financial goals.

Learn More

Your goals, our purpose!

We will help you define your goals, and explore opportunites to make them a reality. For over 20 years, we have provided tax-efficient financial advice, custom designed to meet each client's unique situation. It's about building an authentic, trusting relationship through client education and coaching. Give us the opportunity to demonstrate our approach!

Contact Us

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Medicare Advantage 101

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.
Learn More
Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
Learn More
The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.
Learn More

Have a Question?

Thank you!
Oops!