Ascend Wealth Management
Ascend Wealth Management believes in an ongoing, integrated financial planning experience that is able to deliver value multi-generationally. In many ways, financial planning has never been more difficult than it is today. We believe that we have a unique ability to guide our clients through the various headwinds that exist, no matter their current life stage. We take particular pride in the planning strategies that we implement for those that are at or nearing retirement.
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Verified contacts
12
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- RG
Ryan George
Founder and Principal, Wealth Management Advisor · Other
EmailPhone - JS
Jason Scott
Manager of Investment Operations · Operations
EmailPhone - ZL
Zimran Lawrence
Associate Financial Advisor · Finance & Accounting
EmailPhone - DV
Debbie Verker
Managing Partner · General Business & Management
EmailPhone - KB
Katherine Barnard
Chief Operating Officer · General Business & Management
EmailPhone - KT
Kristi Turchan
Managing Partner · General Business & Management
EmailPhone
Showing 6 of 12 verified contacts
Top roles at Ascend Wealth Management
8 distinct titles indexed · top 8 shown.
- 2associate wealth management advisor
- 2managing partner
- 1associate financial advisor
- 1chief operating officer
- 1director
- 1financial advisor
- 1founder and principal, wealth management advisor
- 1manager of investment operations
Sign up to unlock all 12 contacts at Ascend Wealth Management
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