Transcend Wealth

At Transcend Wealth, LLC, we believe that financial freedom is not just about accumulating wealth, but about designing a life that aligns with your values, goals, and aspirations. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals by providing personalized financial planning, investment management, and educational services.

Our Philosophy

Our philosophy is built on the principles of education, transparency, and integrity. We believe that financial planning should be a collaborative process between our team and our clients. We take the time to understand our clients' unique needs, goals, and circumstances, and provide tailored solutions that are tailored to help them achieve their objectives.

Our Services

At Transcend Wealth, LLC, we offer a comprehensive range of services designed to help our clients achieve their financial goals. Our services include:

Financial Planning

Our financial planning process is designed to help individuals and families create a personalized plan that aligns with their goals and values. We work closely with our clients to identify their financial objectives and develop a customized plan that is tailored to their unique needs.

Investment Management

Our investment management services are designed to help our clients achieve their long-term financial goals. We work closely with our clients to understand their investment objectives and risk tolerance, and develop a customized investment strategy that is tailored to their unique needs.

Financial Education

At Transcend Wealth, LLC, we believe that education is a critical component of successful financial planning. We offer a range of financial education services, including seminars, workshops, and one-on-one consultations. Our goal is to empower our clients with the knowledge and skills they need to make informed financial decisions.

Our Team

Our team is comprised of experienced professionals who are dedicated to helping our clients achieve their financial goals. Our team has a strong track record of delivering results-driven solutions that are tailored to our clients' unique needs.

About Our Founder

Dennis Coon, CFP, is the founder and president of Transcend Wealth, LLC. With over 18 years of experience in the financial services industry, Dennis has a proven track record of helping individuals and families achieve their financial goals. Dennis is a CERTIFIED FINANCIAL PLANNER TM and a Registered Investment Advisor.

Our Mission

Our mission is to help our clients achieve their financial goals by providing personalized financial planning, investment management, and educational services. We are dedicated to building long-term relationships with our clients and providing solutions that are tailored to their unique needs.