The Key to Identifying Your Financial Wealth

By working with Ascendor Wealth, you receive comprehensive advice that will help you identify where to start. We assist you along the way with practical expertise. 

Our COIN is comprised of six financial pieces we feel are most vital to your plan.

Income Tax: It’s not what you make, it’s what you keep. Taxes are a reality but are you anticipating them and avoiding them whenever possible?

Cash Flow: It is easy to let your lifestyle absorb your income. Can you afford to keep up with the Joneses while still meeting your financial goals?

Insurance: From home insurance to alien abduction, you can insure just about anything. Which coverage will help achieve your goals?

Investments: From making millions to losing everything, risk is a reality of investing. How much risk do you need to take to meet your goals?

Retirement: Someday, by choice or by nature, you will stop working. What should you be doing now to enjoy that day when it arrives?

Estate Planning: Preparing for the unexpected and the inevitable, your assets will go somewhere. Are you ready to leave a legacy, whether it happens in 3 years or 30 years.

As we assist you in financial planning, we will make sure that every piece is considered for a well-rounded plan that works for you now as you build for the future. 

Ascendor Wealth provides a family office suite of services designed to meet all of your financial needs. The Ascendor Wealth team is comprised of Certified Financial Planners™, attorneys, and accountants. This was not an accident. 

In order to provide the greatest level of service to our clients, our advisors earn advanced designations through training, testing, and experience. Ascendor Wealth is different than a typical financial advisor because we have a team of financial planners with diverse expertise. With this expertise, Ascendor Wealth helps you meet every step of your financial plan and navigate the imposing financial world. 

From design to execution, the Ascendor Wealth team works toward helping you accomplish your goals. Not having to repeat yourself to several professionals, coordinate between them, or decide which services to use will save both time and money. This efficiency exists for one reason, to serve you better.