Redefining wealth and elevating your journey with values-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 values-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
2025-02-12T02:30:00
Keeping the Tax Man Away with Debbie Taylor
ax Planning: Providing Value Without a Doubt
It's common to think you'll pay less taxes in retirement because you're earning less -- but not without planning.
Learn how to avoid the tax "gotchas" with Debbie Taylor, founder and lead wealth advisor with Taylor Financial Group.
- Find out why tax planning is a "must-do".
- Learn ways to make the most of your Roth IRAs.
- Manage your tax bracket now and in the future.
2025-02-19T02:30:00
Savvy Social Security
Careful planning can help you get the most out of your Social Security benefits. Join us as we cover these common questions.
- When should I file for Social Security benefits?
- If I file and continue to work, how will my benefits be affected?
- Will I pay taxes on Social Security benefits?
Savvy Social Security is a free workshop from Thrivent that will help you determine the ideal time to apply and ways to help maximize your Social Security benefits while minimizing taxes on those benefits.
2025-03-26T03:00:00
Unleashing Your Best with Eric Boles | Livestream Feature Event
Think of when you were at your best. Maybe you felt confident. Or powerful. Or passionate about life. What if you could be at your best more often? What if you could unleash the same power again and again?
Inspired by this idea, Eric Boles, the CEO and Founder of The Game Changers, Inc. created a step-by-step approach to boosting performance in every part of life in his book, "Moving to Great: Unleashing Your Best in Life and Work."
Join us for this engaging presentation where you'll learn how to:
- Identify your goals with clarity.
- Overcome complacency to unleash your full potential.
- Be your best more of the time.
Eric's insight is backed by his experience as an NFL Wide Receiver, global talent development expert, and peak performance speaker.
News and insights
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.