September 4, 2018
4 Untold Secrets of Selecting a Wealth Manager
The wealth management industry suffers no shortage of jargon, opaqueness, or “experts” willing to deploy…
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We believe in removing complexity and frustration from the whole process and allowing our clients complete transparency and control of their portfolio at any give moment in time.
Our approach is:
ABILITY
The team at Ascendance has two decades of financial experience, supported by more than $700M of investment transactions.
TRANSPARENCY
Through an innovative “Wealth Watch” platform, Ascendance delivers an insightful view of each client’s portfolio performance. Viewed against relevant alternatives, Ascendance’s results include return comparisons, risk trade-offs, and cost differentials.
PARTNERSHIP
Since inception in 2008, Ascendance has been a fiduciary, always putting client interests first. Clients are not assigned to a generic portfolio; rather, custom solutions are developed to advance the financial well-being of each client.
The Ascendance team has
20
Years of Experience
700
Million in Investments
100
Client Retention
Services
Portfolio Management
Avoid generic allocations. Participate in your custom investment strategy.
Financial Planning
Minimize uncertainty. Develop a sound plan through financial statement reviews.
College Funding
Know the facts.
Prepare for the costs of college.
Cash Flow Forecasting
Live your life. Ensure you don’t run out of cash along your journey.
