Ascend Investment Partners
Low Cost Direct Indexing and Securities Backed Lending and related services. PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies.
Ascend Investment Partners · Ogden, Utah
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About
Low Cost Direct Indexing and Securities Backed Lending and related services.
It's time for you to bring all the pieces together!
Your tax strategy should complement your investment strategy. All parts from savings, investing, taxes, business, family, legacy, charity, and your personal goals are all parts that are needed to potentially have a successful financial future.
We don't sell products that you don't need (because our client investments often look like our own) but work with you to build a roadmap to get where you want to be.
Focus is ongoing financial advice that compliments your investment management and tax strategies that come up through the year.
Areas of focus include: Charitably focused individuals and families, Business owners, and women who are in charge of their finances.
Who they serve
- High earners
- Ultra high net worth
- HENRY (high earner, not rich yet)
- Executives
- Founders
- Early-career professionals
- Pre-retirees
- Multi-generational families
- Real estate investors
- Retirees
Services
- Stock Option Planning
- Executive Compensation
- Exit Planning
- Business Succession Planning
- Tax Strategy
- Life Transition Planning
- Education Planning
- Cash Flow Planning
- Financial Planning
- Estate Planning
- Family Wealth Transfer
- Philanthropic Planning
- Charitable Giving
- Social Security Planning
- Pension Planning
- 401(k) & IRA Management
- Retirement Planning
- Alternative Investments
- ESG/Impact Investing
- Risk Management
- Asset Allocation
- Portfolio Rebalancing
- Portfolio Management
- Wealth Management
Structured record
| Name | Ascend Investment Partners |
|---|---|
| Firm | Ascend Investment Partners |
| Location | Ogden, Utah |
| Fee model | Percentage of Assets (AUM) · Hourly Rate |
| AUM | $500M - $1B |
| Founded | 2009 |
| Firm size | 6 - 20 employees |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Designations | Series 7 · Series 66 · CFP (Certified Financial Planner) |
| Investment approach | Blend of both |
| Website | https://ascendinvestment.com/ |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer
- Equity compensation
- Crypto & digital assets
- Pension planning
- Sustainable & impact investing