^FAQ
Questions? We've Got Answers.

1. Do you only work with people who have significant wealth?

Not at all. Our expertise isn’t reserved for a particular net-worth number. We work with individuals, families, business owners, and professionals at different stages of their financial lives. The key is finding the right approach for your needs—not forcing you into a one-size-fits-all solution. Whether you need the comprehensive Ascendus Private Wealth platform or a streamlined, technology-driven approach like our Ascend 360 platform, we’ll help you determine what makes the most sense.

2. What makes your approach different from other financial advisors?

Two things stand out.  We believe great financial advice should feel personal, not complicated. That’s why our process revolves around Define, Build and Preserve your Legacy.

Let's Define what matters to you. Then Build a strategy around your unique goals. As we work to Preserve all that you have built. We believe risks go far beyond the markets.  Working with you to find ways to protect the entirety of wealth you’ve accumulated from the unexpected—because sometimes "bad things happen to good people."

As an independent firm, we have the freedom to recommend what we believe makes sense for you—not what a corporate office, shareholder, or sales quota says should be recommended. As fiduciaries, our responsibility is to put your interests first, and we take that responsibility seriously. We combine nearly 40 years of collective experience with personal relationships, broad access to financial solutions, and technology that enhances—not replaces—the way we work with our clients.

At the end of the day, we don’t believe in one-size-fits-all advice. We believe in doing what makes sense for you.

3. What is Ascend 360?

Ascend 360 is our modern, fee-based wealth management platform designed to make professional advice more accessible and engaging. Principally focused on the $20,000-$250,000+ client, it combines in-person meetings and the personal attention of a local advisor with smart technology that helps simplify your financial life and keep you connected to your plan. It may be a great fit for someone who wants professional guidance and a relationship they can count on, without necessarily needing the full scope of our Ascendus Private Wealth platform.

4. How do I know which service is right for me?

That’s exactly what the first conversation is for. You don't need to arrive with all the answers—or even know what you need. We’ll listen to where you are today, where you want to go, and what matters most to you. Let's figure it out together,  determining whether Ascendus Private Wealth, Ascend 360, or another solution is the better fit. Our job isn't to sell you a service; it's to help you make a smart decision about your financial future.
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5. Do you only recommend investments and products you offer?

No.  One of the advantages of being an independent firm is that we don’t have our own institutional products that we need to sell or promote. We have access to thousands of investments, funds, insurance contracts, and other financial solutions from across the industry. It starts with Define. Through our conversations and meetings, we gain a clear understanding of you, your goals, and what you’re trying to accomplish. That understanding is what guides our recommendations—not a product we happen to offer.

Our goal is to find the right tools to support your plan, not to fit you into a product.

6. How do you get paid?

Primarily, we operate on a fee basis, with our fees directly tied to the value of the accounts we manage for you. We believe this structure aligns our interests with yours and keeps the focus where it belongs—on helping you reach your financial goals.

There are situations where a commission-based investment or insurance product may be appropriate for a client, and we have the flexibility to use those products when they genuinely make sense. Regardless of the approach, we will always tell you exactly how we are getting paid. There are no mysteries and no hidden agendas. As fiduciaries, we are required to always put our clients first and act in their best interest. We believe that transparency is an important part of earning—and keeping—your trust.