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Ascend Integrated Wealth
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
5444 Westheimer Rd Ste 1685, Houston, Te...Phone Number
(281) 674-8868Revenue
<$5 MillionIndustry
About Ascend Integrated Wealth
Ascend Integrated Wealth is a modern financial planning firm that offers a comprehensive suite of services including wealth solutions, tax advisory, estate planning, and business consulting. They cater to executives, entrepreneurs, and families, providing a coordinated approach to managing, protecting, and transferring wealth. As independent fiduciaries, they prioritize their clients' best interests, ensuring clarity and confidence in financial decision-making. Their tiered service model is designed to accommodate varying levels of financial complexity and unique client goals.Explore more
SIC Code 62,628NAICS Code 52,523Show moreAscend Integrated Wealth Org Chart
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Ascend Integrated Wealth Tech Stack
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Ascend Integrated Wealth is a modern financial planning firm that offers a comprehensive suite of services including wealth solutions, tax advisory, estate planning, and business consulting. They cater to executives, entrepreneurs, and families, providing a coordinated approach to managing, protecting, and transferring wealth. As independent fiduci... Read More
