FAQs
At Ascendor Wealth, wealth management involves a team-based approach. From a single location, we integrate financial, legal, and accounting services. With this approach, we develop and implement our client's investment, estate planning, tax, and retirement goals.
If you currently have an accountant and/or a lawyer, we strongly advise that we work together as a team on your behalf. Allowing us to speak with your existing professionals ensures you receive comprehensive holistic advice with all aspects of your planning.
Think of your Ascendor Wealth, LLC Advisor as your family’s personal CFO. We keep up with the constantly changing political and economic environment so you don’t have to. In fact, the majority of us maintain a CERTIFIED FINANCIAL PLANNER® designation and are held to strict continuing education requirements.
Working with a financial planner can transform your financial future, providing you with clarity, confidence, and peace-of-mind in your decisions. At Ascendor Wealth, LLC, we’re dedicated to guiding you through every aspect of your financial life, focusing on your unique goals and dreams. Our experienced team of qualified professionals takes a hands-on approach, ensuring you receive personalized service that reflects our commitment to your success.
In addition to strict continuing education requirement, a CERTIFIED FINANCIAL PLANNER™ is held to a fiduciary standard. The highest ethical standard.
We have the expertise and capability to advise and execute all kinds of products when the financial plan calls for them. We do not believe our clients would be served better by sending them to a "trusted referral" down the street who is not held to the same standard. We believe we are able to serve our clients best under a fee-based structure.
Our compensation is primarily based on either a percentage of your investment portfolio or an agreed-upon retainer fee. Because of this fee structure agreement, we can freely recommend the exact right strategies for each personal situation without any bias or incentive focus. We do not have quotas. Although we do not work for a commission, sometimes the best solution in a plan will result in a product that pays a commission.
Yes! In fact, we strongly advise that we work together as a team on your behalf. Allowing us to speak with your existing professionals ensures you receive comprehensive holistic advice with all aspects of your planning.
If you don’t have a relationship with an accountant or attorney, we are happy to introduce you to our professional partners who can serve you in those capacities. As one team, we integrate financial, legal, accounting, and tax services. With this approach, we develop and implement our client's investment, estate planning, tax, and retirement strategies.
