About Us
At Ascend Wealth Partners, we recognize that the journey to success is ongoing, and we are committed to helping our clients navigate both the ascent and the plateau with grace and efficiency.
Our approach is centered around long-term strategic planning tailored to each client’s unique goals and circumstances. We believe in fostering a deep understanding of our clients’ aspirations, challenges, and values, enabling us to develop comprehensive strategies that not only propel them towards success but also sustain it over time.
Whether it’s optimizing investment portfolios, implementing tax-efficient strategies, or providing ongoing financial guidance, we are dedicated to empowering our clients to make informed decisions that support their long-term prosperity. With Ascend Wealth Partners by your side, you can confidently navigate the twists and turns of your financial journey, ensuring that your success continues to grow and endure for years to come.
Matthew Paretti
Financial Representative
Pamela Guy
Executive Assistant
Don Sullivan
Director of Investments
Danny Price
Investment Specialist
Pamela Guy
Executive Assistant
Don Sullivan
Director of Investments
Danny Price
Investment Specialist
Our Process
Many of us have financial, legal, and insurance professionals in our lives. These advisors offer specialized advice and guidance but often do not consider the impact on other aspects of a person’s life, including their financial world. Our strategic process is designed to identify challenges, explore various solutions, and provide a plan that helps individuals reach their goals quickly and safely, regardless of the objective.
Our Values
Client Focus
Our client-focused approach helps us to meet all obligations in a timely manner with the highest level of care and attention to build the mutual respect necessary for a long-term alliance.
Integrity
As we recognize that trust is a cornerstone to any successful relationship, we strive to ensure that our values and client expectations of us continue to remain aligned.
Transparency
We keep transparency at the forefront of every client interaction. Our goal is to be an educational resource, providing timely information and relevant industry updates to keep clients abreast of developments related to their financial worlds.