At Ascend Wealth Partners, our team is dedicated to helping clients with expert analysis and personalized management. We focus on integrated strategies for asset protection, wealth accumulation, and distribution, empowering clients to achieve financial freedom. Our approach is centered around long-term strategic planning tailored to each client’s unique goals and circumstances. We believe in fostering a deep understanding of our clients’ aspirations, challenges, and values, enabling us to develop comprehensive strategies that not only propel them towards success but also sustain it over time. Securities products and advisory services offered through PAS, member FINRA, SIPC. PAS is a wholly owned subsidiary of Guardian. ASCEND WEALTH PARTNERS is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. 8249340.1 exp 8.2027
| Website | http://www.ascendwealthpartners.com |
| Employees | 11 (2 on RocketReach) |
| Founded | 2024 |
| Address | 28 Railroad Ave Suit3e 4D, Warwick, New York 10990, US |
| Industry | Financial Services |
| Keywords | Wealth Preservation, Wealth Management, Wealth Advisory, Financial Planning, Asset Protection, Wealth Accumulation, Estate Preservation, Estate Planning, Legacy Planning, Investment Management, Retirement Planning, Investment Advisor, Portfolio Management, Risk Management, Financial Advisor, Financial Security, Tax Planning, Investment Strategies, Financial Consulting, Retirement Solutions |
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Mike McSweeney is the Owner of Ascend Wealth Partners.
2 people are employed at Ascend Wealth Partners.
Ascend Wealth Partners is based in Warwick, New York.