Ascend Asset Management, LLC is a financial advisory practice serving clients in Cheyenne, Wyoming, and Fort Collins, Colorado. The firm helps people organize their wealth and assets around their goals, with a particular focus on preparing for retirement. Its approach is presented as a three-stage flight plan: discussing a client’s goals and concerns, developing and implementing a customized strategy, and planning how to draw on income sources as retirement approaches.

Services include reviewing and stress-testing existing strategies, identifying ways to minimize future taxes where possible, and preparing a written financial plan. The firm also offers guidance on portfolio planning and risk management, supported by a free guide about building a diversified portfolio. Ascend describes its advisors as ongoing partners who can adjust a strategy when circumstances change.

Insurance products are offered through Ascend’s insurance business, while investment advisory services and products are offered through AE Wealth Management, LLC, a registered investment adviser. The firm notes that investments involve risk and that it does not provide tax or legal advice.