How we work with you

At Ascend National Wealth Advisors, we create thoughtful, personalized strategies that reflect your unique values and can grow with you.

Personalized discovery

We begin with a comprehensive discovery process to get to know you—your aspirations, concerns and financial perspectives. We consider this pivotal in crafting a roadmap tailored to your unique parameters. Then, we can efficiently chart the potential routes to your destination, while highlighting opportunities along the way.

Strategic planning

Together, we will create a strategic and interactive financial plan designed to achieve your goals and adapt to your evolving needs. We’ll work closely with you to develop a plan you feel confident about.

Expert guidance and implementation

After your personalized plan is in place, our team of specialists will partner with you throughout the implementation phase to facilitate a smooth experience and ensure your plan stays on track.

Proactive long-term partnership

Our team will continue to provide proactive care as your life changes and your needs and goals evolve. Through regular check-ins and reviews, we will stay connected with you to offer timely advice and adjust your strategies as needed. Consider Ascend your long-term partner as you work toward lasting financial success.

Built on empowerment and integrity, our partnership moves your family forward - balanced, connected and ready for tomorrow.