MOTTO
Ascendor Wealth, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Ascendor Wealth has teamed with SEI so we can provide our clients with access to some of the nation’s elite money managers. We give our clients the peace of mind knowing we are personally involved with them and actively protecting their investments at the same time.
Save
- Income Taxes
- Sales Taxes
- Property Taxes
- Estate Taxes
- Save through innovative planning
- Save through well-tempered audit defense
- Save through pro-active appeals and court action
- Save probate costs and "hassle" through effective use of trusts
Protect
- Asset protection is a duty you owe yourself and your family
- Insure risks that can be effectively and efficiently protected by shifting the risk to a "deep pocket"
- Use special limited liability company structures that enhance the "charging order" defense
- Employ long-term trusts to protect the family for many generations
Grow
- Invest your protected savings for the long-term
- Invest for goals, not chase returns
- Coordinate investment with tax advantaged/asset protected structures
