Ascendant Wealth Management Group
Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected. When you work with us, you receive: 1:1 financial advice based on your goals and needs. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progress, and investments. Anytime access to your investments and digital tools to help you stay on track.
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Verified contacts
8
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
43K
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- JS
Jessica Stewart
Client Services Manager · Customer/Client Service
EmailPhone - CC
Charley Crowley
Financial Advisor · Finance & Accounting
EmailPhone
Showing 2 of 8 verified contacts
Top roles at Ascendant Wealth Management Group
4 distinct titles indexed · top 4 shown.
- 4financial advisor
- 1associate financial advisor
- 1client service coordinator
- 1client services manager
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