What We Do


Your Personal Chief Financial Officer

You’ve worked incredibly hard to build your wealth so as you look to the future to continue building and sustaining your wealth, we believe that you deserve exemplary customer service from your financial advisory team.

We take great pride in offering to provide you and your family with services that are above and beyond just investment management. Our team is here to help serve as your personal CFO, helping guide you through life’s ups and downs, market condition changes, and any other situation that can be life-changing. You can count on us to be there when you need us.

Complex Financial Needs-Simplified

Let’s face it….investment management today can be very confusing for investors. At Ascendent Financial Solutions, Inc. we believe that our job is to take complex financial situations and make them simple for our clients to understand. We’ll do the heavy lifting for you.

Ascendant Financial Solutions, Inc. helps clients prepare for the future, reach their big goals, and make the best financial decisions for their businesses all while putting their values and aspirations first.

Wealth Management

We help high-net-worth individuals align their wealth management choices with their goals for the future, no matter how complex. We specialize in helping you make sense of your money.

We’ll create a balanced financial portfolio and map out a path to your goals that makes the most sense for you as an individual. As fiduciary advisors, it’s our job to only give you financial advice that is in your best interest. We’ll advise you, not sell to you.

Our clients engage in our comprehensive wealth management approach and are guided through a disciplined five-step process which includes: a unique discovery meeting, investment consulting, wealth transfer, wealth protection, and charitable giving.

Ascendant Wealth Management Process

Impact investing

We know that you want your investments to make a positive impact. Through environmental, social, and governance investing (ESG), we’ll help you organize your portfolio in a way that aligns with your values and leaves you feeling good about the work your money is doing for you (and the causes you care about).


One of the most frequently asked questions we receive is related to investment management fees and expenses. You clearly want to grow and protect your principal holdings but there is a cost associated with that. We will always provide you with full disclosure of how we are compensated, along with fair and reasonably priced services.

Tax Planning

With possible income tax changes coming in the near future that will impact high net worth individuals, our team’s #1 priority is protecting your investment principal using smart tax strategies. We look at all aspects of your financial situation to ensure that any changes are done with care so that any taxation is as minimal as possible.

A Trusted Partner

We believe you deserve to know how your financial advisor is managing your money. You deserve timely responses and a financial plan that is structured with your goals in mind. At Ascendant Financial Solutions, Inc. we only work with clients who we feel we can truly impact.

As fiduciaries, we are required to keep your best interest as our top priority. This means we aren’t salespeople who will try to persuade you to opt into financial products from which we receive a commission. Instead, you’ll know that any recommendation we make to you is truly our best.

*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Ascendant does not serve as an attorney, accountant, or insurance agent. Ascendant does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Ascendant’s representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Ascendant’s written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.

Wealth Management Consultative Process

Our unique disciplined client process is what sets us apart. As a firm, we embrace and understand the faith that our clients place in our services. Our client relationships are reinforced by stability, longevity, and attention to you.

Contact Us to Learn More

Our clients engage in our comprehensive wealth management approach and are guided through a disciplined five-step process.