Ascend Wealth Management
Finance · 1-10 Employees
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Overview
Phone Number
(678) 869-5585Website
www.ascendwm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
1
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1
About Ascend Wealth Management
At Ascend Wealth Management we work with individuals and businesses as they seek to make sound financial decisions. Our coordinated approach to holistic financial planning is unique for each individual client. Identifying your life goals can help you make the financial decisions that will allow you to realize your dreams- for tomorrow, and well into the future. At Ascend Wealth Management, our initial meeting begins with a discussion about you and your unique situation as we /explore/ your goals & values. After clarifying your priorities, we create a customized, detailed strategy to help you be more confident about your financial future. A comprehensive financial plan will clearly show how your goals are interrelated, and serves as a framework for organizing the pieces of your overall financial picture. Integrating your coordinated financial plan with individually tailored strategies will help guide you on your path towards financial independence. Most importantly, you'll have the peacRead more
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Revenue
Number of Employees
Type
Funding
Founded In
Ascend Wealth Management
<$5M
1-10
Private
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N/A
Company Profile Activity
Activity Insights
Ascend Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Ascend Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Ascend Wealth Management.
Ascend Wealth Management Tech Stack
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Frequently Asked Questions Regarding Ascend Wealth Management
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At Ascend Wealth Management we work with individuals and businesses as they seek to make sound financial decisions. Our coordinated approach to holistic financial planning is unique for each individual client. Identifying your life goals can help you make the financial decisions that will allow you to realize your dreams- for tomorrow, and well int... Read More
