Ascendant Wealth Strategies

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Ascendant Wealth Strategies, Inc. was founded with the mission to provide longstanding support and guidance for our clients and their families. Unlike many larger firms, we are able to develop a personal relationship with each of our clients, evaluating the complex factors that impact financial planning. Each situation is unique, and each client deserves individualized care and attention to ensure they are following the right financial plan. Despite our small size, we pride ourselves on the ability to deliver the holistic services you would expect from a large firm.