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. 

HOW ASCEND WORKS

ASCEND offers financial planning, investing, tax planning & preparation, and coordination in a program built for earlier-stage households.

When you join the ASCEND program, we’ll start by helping you identify and clarify your goals. From buying your first home to saving for retirement, it’s our mission to help you prepare for both the immediate and distant future. With your short- and long-term goals set, next we’ll help you start achieving them.

We do that by meeting you where you are. Every young professional’s relationship to money and financial planning is different. Some check their investment portfolios every day; others keep everything in their checking accounts. No matter where you fall on that spectrum, our guidance will help you design a budget and financial plans that serve your specific needs. ASCEND members also receive credit-score evaluations and improvement plans, individual tax preparation services, access to financial education resources and in-person meetings with our financial advisors to discuss any topics that arise.

ASCEND FIT & FEES

Ascend is by application and subject to our approval and capacity. Not all applicants will be accepted.

Typical ASCEND clients have a mix of stock options, real estate, employment income, insurance policies, and less than $300k in investable assets.

Enrollment begins at $300 per month plus 0.33% asset under management fee of the investment assets we manage. As you meet new thresholds by contributing to your investment accounts, your monthly fee will increase. 

If you’re approaching $1,000,000 in investable assets or already there, our Wealth Management service will likely make the most sense.

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.