Redefining wealth and elevating your journey with faith-based financial care.
Ascend National Wealth Advisors offers comprehensive financial services grounded in biblical tenets, so you can work toward optimizing the fruits of your labor while staying aligned with the values that shape your life. In addition to providing objective, transparent advice, our team focuses on helping you and your family succeed as you plan for the future.
Redefining wealth and elevating your journey with faith-based financial care.
Ascend National Wealth Advisors offers comprehensive financial services grounded in biblical tenets, so you can work toward optimizing the fruits of your labor while staying aligned with the values that shape your life. In addition to providing objective, transparent advice, our team focuses on helping you and your family succeed as you plan for the future.
Our story
Our distinctive team approach enables us to provide dependable advice, support and implementation services—helping clients move toward their goals with clarity and confidence.
The journey of Ascend National Wealth Advisors began when our founder, Austen Wilson, recognized the pivotal role of a collaborative and dynamic team in delivering exceptional value to clients.
Specializing in tax-smart retirement and legacy planning, we aim to maximize our clients' financial potential while guiding them towards a secure retirement and assisting them in planning for future generations.
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.
Through our personalized discovery process, we delve into your aspirations, concerns, and financial perspectives to craft a tailored roadmap. Our team of specialists then assists in implementing your personalized plan, ensuring a smooth experience and ongoing support to keep your plan on track.
As your life evolves, we remain proactive partners, providing regular check-ins and reviews to offer timely advice and adjust strategies as needed.
Office information
Phone:
253-271-3290Operating Hours:
Monday through Friday 9 AM – 5 PM
Our solutions
Events
2024-10-29T17:00:00
"Maximizing Social Security" with Mary Beth Franklin
When it comes to claiming Social Security, age matters. And so do your marital status, work history and many other factors. Discover what you need to know from Mary Beth Franklin, an expert and author of "Maximizing Social Security Benefits."
Mary Beth Franklin has built her career educating pre-retirees on important concepts that can enhance their retirement. During her presentation, she will discuss keys that married couples and divorced individuals should understand, as well as the difference between Social Security retirement and survivor benefits. Attendees will learn the pros and cons of delaying benefits until full retirement age or later, and also valid reasons for claiming early.
Register below to attend the event or indicate you'd like to receive a recording.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit Thrivent.com/social.
6055049.1
2024-11-06T19:00:00
Keeping the Tax Man Away with Debbie Taylor
Join Ascend National Wealth Advisors for an exclusive virtual watch party featuring Debbie Taylor's insightful presentation on income tax planning.
Debbie Taylor, a seasoned financial planning expert, will share valuable strategies to optimize your tax situation in today's low-rate environment.
Learn how to:
- Defuse the pre-retiree tax time-bomb
- Implement tax diversification strategies
- Navigate Roth IRA conversions and backdoor Roth options
- Utilize tax-loss and tax-gain harvesting techniques
- Maximize benefits of HSAs and annuities
Debbie will also address common tax "gotchas" and present relevant case studies for pre-retirees considering Roth conversions.
Don't miss this opportunity to gain expert insights on securing your financial future through smart tax planning.
Register now to reserve your spot!
News and insights
Events in Bellevue, WA - Ascend National Wealth Advisors, Financial Advisors | Thrivent
📚 Exciting Learning Opportunities Ahead! 📚 We're thrilled to announce two upcoming webinars that could significantly impact your financial future: https://connect.thrivent.com/ascend-national-wealth-advisors/events "Maximizing Social Security" with Mary Beth Franklin Learn from the expert! Mary Beth will cover: • How age, marital status, and work history affect your benefits • Keys for married and divorced individuals • Pros and cons of delaying benefits "Keeping the Tax Man Away" with Debbie Taylor Debbie will share strategies to optimize your tax situation, including: • Defusing the pre-retiree tax time-bomb • Tax diversification strategies • Roth IRA conversions and backdoor Roth options These webinars are packed with valuable information to help you make informed decisions about your financial future. Ready to expand your financial knowledge? Register here: https://connect.thrivent.com/ascend-national-wealth-advisors/events Don't miss these opportunities to learn from industry experts and take control of your financial future! . . . #FinancialEducation #SocialSecurity #TaxPlanning No products will be sold. Speakers are not affiliated with Thrivent. Views are their own. For additional disclosures, see thrivent.com/social.
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
Strong and stable
We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 120 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2.4 million clients, as well as the communities in which they live and work.