Ascend Wealth Management is an Idaho-based financial advisory firm focused on helping individuals and families make informed financial decisions and prepare for retirement. Based in Eagle, Idaho, it serves clients throughout the Pacific Northwest, Nevada, Arizona, and Utah. The firm is led by R. Jason Taylor, a wealth management advisor and retirement income specialist with more than 23 years of retirement planning experience. Taylor has supported federal employees since 2007, is a Certified Federal Employee Benefits Consultant, and co-authored The Smart Fed Retirement Handbook.

Ascend’s services include retirement and income planning, asset allocation and risk considerations, life insurance, Social Security maximization, and tax minimization strategies. Through its affiliated company, Ascend Financial Advisors, it offers life insurance and annuity products, while advisory services are provided by Ascend Wealth Management LLC, a registered investment advisor in Idaho. The firm invites prospective clients to schedule a no-cost consultation to discuss their goals and explore planning options.