Everyone has a vision for their future. ASCEND is designed to help you get there.
Today’s young professionals have complex financial lives and need sophisticated guidance. ASCEND is tailored to young professionals – people who are building their careers and making plans for the future but don’t yet have the minimum assets that are traditionally required to work with wealth managers. Whether you’re fresh out of school or have already claimed a corner office, ASCEND helps you move to the next level.
WHAT YOU GET WITH ASCEND
We start with a conversation: What do you want your money to do for you? For some, it's buying their first home. Others are focused on paying off student loans or saving for a big goal. And many simply want to feel more confident in their financial decisions. Whatever your vision, we help you put a plan in place—and walk with you as you implement it.
ASCEND helps you build your finances to build toward your goals:
- Personalized financial planning that evolves with your goals
- Investment guidance for your 401(k) and management for additional funds
- Tax preparation and planning with your full financial picture in mind
- Credit score support and personalized improvement strategies
- Insurance and Estate Planning support to help you protect what you’re building
- Ongoing education and a human relationship with a team that gets it
WHY ASCEND?
You’re not a spreadsheet. You’re a whole person with goals, habits, history, and hopes. ASCEND gives you:
- Clarity, not confusion. We explain the why behind the numbers.
- A plan that fits you. No shame. No pressure. Just smart strategy.
- One team for everything. Your tax, investing, and planning team works together.
- Support as you grow. We’ll be there when your life gets more complex.
WHO ASCEND IS FOR
ASCEND is a great fit for individuals and couples who:
- Are building careers or businesses
- Want guidance before they hit traditional wealth management thresholds
- Have emerging complexity (stock options, real estate, student loans, changing income)
- Value advice from advisors who listen first
Most ASCEND clients join us with less than $300k in investable assets—and build from there.
PRICING
ASCEND is designed to grow with you. We keep our pricing transparent and straightforward:
- $300/month base fee
- 0.33% AUM (annual percentage of investment assets we manage)
As your accounts grow, your monthly fee adjusts—but most clients pay approximately 1% per year of investable assets. If you’re approaching $1,000,000 in investable assets or already there, our Wealth Management service will likely make the most sense.
LET'S TALK
You know what your ideal financial future looks like. Enrolling in ASCEND helps you create the roadmap that leads you there, and you just might enjoy the journey.
Start building a financial future that feels like yours by contacting us to start the ASCEND application process.
