Ascendant Wealth Strategies

Financial decisions can be particularly confusing and stressful. But, they don’t have to be. We offer comprehensive financial planning services in a style that’s far different than most people experience. Our mission is simple. You have a vision of the future. It’s our job to help get you there through clearly defined financial strategies that are custom designed to fit your current needs, as well as meeting your future life goals. Knowing the plan and how it’s working on your family’s behalf can help you enjoy every step of the way worry-free. Preparing for the future AND enjoying life right now? Why not?

We work in partnership with our clients to help them achieve their lifetime goals. These goals may include education, marriage, family, and a comfortable and secure retirement. We do this by jointly recognizing that financial planning, investment management, and insurance are all a means to an end and not an end in themselves.

Integrated Financial Partners is a fee-only financial planning firm that provides comprehensive financial planning, retirement, investment, business owner and estate planning strategies using prudent strategies and state-of-the-art software. We can help implement solutions to address your individual needs as well as help you stay on course.