Ascendor Wealth Llc
Financial Service
Why pick this one
Ascendor Wealth integrates financial, legal, and accounting services with tax, estate, investment, and retirement planning.
Best for
- business owners needing entity-structure and tax-planning guidance
- multi-generational families coordinating wealth plans
- charities considering donor-advised funds, qualified charitable distributions, or private foundations
- businesses reviewing retirement plan design, setup, or administration
- individuals seeking coordinated tax, estate, investment, and retirement planning
Specialties
- income tax planning
- estate tax planning
- gift tax planning
- corporate tax planning
- capital gains tax planning
- estate planning
- investment planning
- retirement planning
- insurance planning
- cash management
- business retirement plan design and administration
Certifications
- Certified Financial Planner (CFP®)
What makes them different
- Integrates financial, legal, and accounting services from a single location
- Uses a team-based wealth management approach
- Employs multiple CFP® professionals, including owners Rick Graves and Brandon Dembowiak
- Uses a fee-based model tied to a percentage of assets under management
- Partners with SEI to provide access to outside money managers
Distilled from this business's own website.
Contact & Location
- Address
- 5700 Oleander Dr, Wilmington, NC 28403-4714
- Phone
- 19107900122
- Website
- http://www.ascendorwealth.com
Services
- fee-based wealth management
- financial planning
- tax planning
- estate planning
- investment management
- retirement planning
- insurance services
- cash management