Ascendant Financial Solutions
Wealth Management Advisor
Ascendant Financial Solutions, Inc., founded nearly three decades ago, is an independent SEC Registered Investment Advisory firm based in Flagstaff and Phoenix, AZ. Today’s financial services environment is littered with companies claiming to offer investment and wealth management services that are specific to personal needs, making it difficult to find a firm that will truly keep your best interest in mind. As a firm and as individual advisors, we embrace and understand the faith that our clients place in our services and believe that client service, investment solutions, comprehensive planning and communication are priority number one and the key to client success.
Our unique disciplined client process is what sets us apart. We start with a discovery meeting, specifically designed to understand the client's goals, values, critical relationships and available resources. Next, for clients engaging in our wealth management service, we present a written plan and investment policy statement custom designed for each individual client. Implementation is where the rubber meets the road, our team of service professionals are experts in the implementation process. Client driven prioritization of identified tasks and finally an ongoing dedication to review and modify when needed. Our client relationships are reinforced by stability, longevity, and attention to you.
As seasoned advisors and an independent SEC Registered Investment Advisory firm, we provide comprehensive planning and investment advisory services based on the individual needs and goals of our clients. While some firms and advisors recommend investment products that are manufactured by a parent company, we have no such conflicts. Our advisors only work for their clients and are committed to delivering unbiased recommendations. Our independence and objectivity allows us to provide our clients with the commitment and attention that they deserve so our clients can identify and achieve their goals and dreams.