Our Platforms

Ascendus Private Wealth and Ascend 360 are the two fee-based platforms most commonly used by our clients. Each is designed to meet different needs, depending on where you are along your financial path and the level of guidance that makes sense for you.

While these are our primary platforms, they aren’t the only options. We also offer commission-based accounts, along with annuities, life insurance, and other financial strategies when they are appropriate for your situation.

The goal isn’t to fit you into a particular platform. It’s to find the approach that makes the most sense for you, your goals, and the Legacy you’re building.