Our sole purpose is to maximize financial returns for all our clients through efficient use of risk suitable for each.

Our Leadership

Clay Anderson leads all investment activities for the firm. In his two decades of experience, Clay has overseen over $700M in investments across multiple continents for a number of clients and corporations in diverse industries. He has multiple degrees in finance from the University of Colorado and also holds a CFA charter.

Clay founded Ascendance Wealth on three tenets:

Ability – developing custom investment solutions for each client takes knowledge, experience, and a servant approach.

Transparency – compare and contrast our fee-based approach to wealth management versus others and review our employees’ own account statements.

Trust – no more significant duty than fulfilling the financial needs of our clients

Clay grew up on a large cattle ranch in southeastern Colorado and remains active in its operation.  He splits his time between Colorado and Florida with his wife, Lauren, and three children.

Our clients’ success and complete satisfaction is our only goal.

We are confident in our ability: all investments, over $700 million since inception, are overseen by a CFA charterholder.

We are proud of our transparency: compare and contrast our fee-based approach to wealth management versus others and review account statements of our own employees’ personal investment holdings.

We are humbled by our clients’ trust: there is no more significant duty than fulfilling the financial services needs of our clients.

Review backgrounds of investment professionals on FINRA’s Broker Check

More Resources

Introduction
ADV Part 2
Choosing an Advisor

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