Become a Client: 833-940-4771
Become a Client: 833-940-4771
Become a Client: 833-940-4771
Ascendant 360 Wealth Advisors
Our pledge: Exemplifying a wealthier path to success.
The primary purpose of a family office is to oversee the financial affairs of its clients comprehensively, which may involve various aspects such as tax planning, property acquisition and management, charitable contributions, and investment management.
In addition, a family office usually undertakes tasks that go beyond the conventional scope of financial management.
Retirement Planning
A well-defined plan to sustain your income and desired lifestyle during retirement.
Customized Investment Strategies
There are no pre-defined portfolios, and you can't simply set it and forget it with automatic allocations.
Customized Investment Strategies
There are no pre-defined portfolios, and you can't simply set it and forget it with automatic allocations.
Complete Family Wealth Management
Maximizing the productivity of your investments, taxes, and estate plan through seamless integration.
Private Individuals, Families and Businesses
"A Family Office for All"
Strategic Tax Planning
Intelligent tax tactics that assist you in retaining more of your assets.
Customized Investment Strategies
There are no pre-defined portfolios, and you can't simply set it and forget it with automatic allocations.
International Wealth Management
A financial planning and investment management company catering to both cross-border investors and Americans living overseas.
Insurance
Working with our insurance partners, we take the same team-based approach to insurance as we do with every aspect of your overall financial plan.
Customized Investment Strategies
There are no pre-defined portfolios, and you can't simply set it and forget it with automatic allocations.
Business Owner Planning
Regardless of whether you are a corporate executive or a business owner, our proficiency in business advisory services can be advantageous to you. These services comprise employer-sponsored retirement plans, legal counsel, and business valuation.
