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.

When you succeed, we’ll feel like we’ve done our job. We think of ourselves as an extension of your family and we’re dedicated to putting you first and providing the care you deserve.