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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. 

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Investment

Investment

Create an investment strategy that's right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Estate

Estate

Manage your affairs during your lifetime and beyond.

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Family

Family

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

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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!

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Helpful Content

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

Medicare vs. Medicaid

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
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Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?
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When Markets React

When Markets React

When markets shift, experienced investors stick to their strategy.
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