At Ascend Wealth Partners, our team is dedicated to helping clients with expert analysis and personalized management. We focus on integrated strategies for asset protection, wealth accumulation, and distribution, empowering clients to achieve financial freedom.
Our approach is centered around long-term strategic planning tailored to each client’s unique goals and circumstances. We believe in fostering a deep understanding of our clients’ aspirations, challenges, and values, enabling us to develop comprehensive strategies that not only propel them towards success but also sustain it over time.
Securities products and advisory services offered through PAS, member FINRA, SIPC. PAS is a wholly owned subsidiary of Guardian. ASCEND WEALTH PARTNERS is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 28 Railroad Ave, Suit3e 4d,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial Planning, Business Planning, Wealth Management, Life Insurance, Disability Insurance, Cash Flow Management.
- HQ
- Warwick, New York
Ascend Wealth Partners Questions
Ascend Wealth Partners's website is http://www.ascendwealthpartners.com
Ascend Wealth Partners's LinkedIn profile is https://www.linkedin.com/company/ascend-wealth-partners
Ascend Wealth Partners has
5 employees.
View email and phone details for 5
employees at Ascend Wealth Partners.
Ascend Wealth Partners's industry is
Financial Services
Ascend Wealth Partners's top competitors are
Mad Dog Lacrosse, Llc,
Hrg Group, Inc.,
Wealthbridge Financial Group,
Ascend Financial Partners,
Tag Communication Services,
Certified Financial Services,
Massmutual New Jersey-Nyc,
Roland George Investments Program,
Anchor Trading,
Macelree Harvey, Ltd..
Ascend Wealth Partners's categories are Financial Services
Ascend Wealth Partners's founding year is 2024
