Ascend Integrated Wealth is an independent fiduciary practice based in Houston, Texas, serving families, executives, and business owners across Texas. Its approach brings financial disciplines together in one coordinated system, helping clients make informed decisions and pursue long-term goals. Through its partnership with Private Advisor Group, the firm combines a local, boutique experience with the resources of a larger independent advisory network.

Ascend’s services include investment management, financial and retirement planning, tax advisory and preparation, estate and legacy planning, insurance analysis, and business and succession planning. Its team coordinates strategies across areas such as tax-efficient portfolios, retirement income, Roth conversions, risk management, trust funding, and wealth transfer. Service is offered through Premier, Ascend, and Family Office tiers, with meeting frequency and support tailored to each client’s needs and the complexity of their financial lives. Higher service tiers can include expanded tax management, bookkeeping, CPA consultations, estate coordination, and bill-pay support. Ascend emphasizes fiduciary stewardship, experienced judgment, and ongoing review as clients’ circumstances evolve.