Our story

Ascend National Wealth Advisors journey began when our founder, Austen Wilson, recognized that the collaborative efforts of a dynamic team are key to delivering exceptional value to clients.

Family focused

After transitioning to a hybrid service model in response to the challenges of 2020, we discovered we could deliver services virtually without compromising on quality or care. Today, our expanded capabilities enable us to serve extended families whether they’re minutes or miles apart.

Guided by faith:

We believe faith should illuminate all aspects of life, including our financial perspective. Committed to good stewardship, our team goes beyond conventional financial management by adhering to biblical standards. We work to align all our offerings—from charitable giving to ethical investing—with biblical wisdom.

Tax-efficient retirement and legacy planning:

Our team specializes in crafting tax-smart retirement and legacy plans to help clients maximize their financial potential. We are dedicated to guiding them toward a secure retirement, while also helping them plan for future generations.

Empowerment - Growth - Integrity - Balance - Connection

Newsletter Q2 2024