Ascendant Capital Management

Our Vision

At Ascendant Capital Management, we believe in empowering individuals to achieve their financial aspirations and secure their future. Our mission is to enrich people's lives by providing trustworthy and attentive financial guidance, offering the highest probability of success in achieving our clients' goals.

Who We Are

ASCENDANT CAPITAL MANAGEMENT is a Registered Investment Advisory (RIA) firm serving clients in the greater community. We are an independent firm, free from the constraints of large financial institutions. This independence allows us to tailor our strategies to each client's unique needs and desires, prioritizing your interests and goals above all else.

Our Approach

We take a holistic approach to wealth management, considering your individual goals, aspirations, and financial situation. We work with you to:

• Assess: We listen attentively to your story and assess your current financial situation.
• Align: We collaboratively develop a customized plan to align your financial goals and risk tolerance.
• Advise: We provide ongoing guidance and coaching, ensuring you stay on track and make necessary adjustments as your life and financial landscape change.
• Attend: We proactively monitor and manage your investments, making necessary adjustments to maintain your financial trajectory.

Our Guiding Values

Our core values underpin every aspect of our client relationships:

• Trust: We earn and maintain trust through integrity and discretion in handling your financial resources.
• Professionalism: We provide a seamless and personalized experience through thoughtfulness and care.
• Excellence: We are committed to delivering exceptional service through meticulous attention to detail and technical proficiency.
• Courtesy & Care: We prioritize understanding your needs and aspirations, treating you with dignity and respect.
• Communication: Clear and transparent communication ensures transparency and fosters trust in our relationship.

Meet Our Team

Our experienced professionals possess extensive knowledge and diverse backgrounds in finance and accounting, ensuring comprehensive and balanced guidance for you. We are dedicated to leveraging our expertise to help you achieve your financial goals and live with peace of mind.