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Wealth Strategies

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Are you wealthy?

Great question. You might be asking yourself, “what exactly defines wealth?” Your net worth, a second home, a trust fund, or being able to retire at age 40?

We define wealth as knowing where your money is, how it’s working for you and achieving financial goals in the future.
 

Building a strong financial future begins with a solid foundation.

In order for individuals and families to reach their ultimate financial objectives, they must first construct and implement a detailed plan to include short-, mid- and long-term goals.

Our wealth strategy services include:

  • Retirement Planning
  • Financial Planning
  • Asset Management Strategies
  • Estate & Legacy Planning Strategies
  • Education Funding
  • Insurance Review & Analysis

 

Our financial professionals take a proactive approach to make the most of your hard-earned dollars. Our innovative strategies are designed to help achieve our client’s desired outcomes, and are how we have developed such a strong presence in financial planning and wealth management.

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Not sure where you stand?

Meet with us to review your financial goals and portfolio.

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  •   3141 Fairview Park Drive, Suite 250, Falls Church, VA 22042
  •   888-660-4300
  •   info@ascendplanning.com

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Financial Professionals with Ascend Planning & Consulting, LLC (APC) offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an investment advisor registered with the SEC, and offer insurance and annuity products through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors, Equitable Network and Ascend Planning & Consulting do not offer tax or legal advice.  Consult with your professional tax and legal advisors regarding your circumstances.  Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. The information in this website is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Ascend Planning & Consulting, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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