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Ascend's Mission Statement

Ascend was established to provide our clients long-term value added financial counsel and investment performance with exceptional service. Ascends purposes are to work alongside our clients in articulating, establishing and achieving their financial life goals. Our financial planning and investment management precepts are based on a straight forward idea.... win by not losing. Financial planning and investment management decisions are interrelated, and the most suitable decisions are reached in an integrated, orderly manner. We believe with responsible decisions, reasonable expectations and vigilant, attentive counsel each client can achieve their financial life goals. It is to this end and purpose, on behalf of our clients, that Ascend endeavors to strive. 


  • Individuals lacking the time,knowledge, inclination and temperament to "go-it-alone" in personal finance matters. 

  • Individuals demanding professional money management for their lifetime savings. 

  • Individuals desiring an organized, structured and disciplined approach to their financial lives. 

  • Investors who welcome time as an ally and patience as a virtue in building investment portfolios. 

  • Fiduciaries and retirement plan sponsors requiring professional services for ERISA standards. 


  • Believe investing is part of financial planning, not an end in itself, and 

  • Prefer a balanced, global portfolio construction approach, and agree that no-load mutual funds and exchange traded funds are the correct investment mediums, and 

  • Understand financial planning and investment management are lifelong endeavors as contrasted with one-time engagements, and 

  • Will teamwork with Ascend in managing the totality of their financial and investment affairs, and 

  • Prefer a personable, independent firm for whom they are important clients.