We are an independent, fee-only private wealth management firm acting as a true fiduciary to help you secure your financial future.

As your trusted financial advisor, our goal is to build a long-term relationship with you by acting as your personal Chief Investment Officer (CIO). We are here to help you make smart investment decisions so you can meet your financial goals, enjoy greater peace of mind and spend more time pursuing your life’s passions.  

 

ASCEND PORTFOLIO

Access to your account custodian,
including statement and tax documents

ASCEND ANALYTICS

Access to detailed portfolio analysis
and secure document portal