Ascend Wealth Advisors, LLC (AWA) is a financial advisory and wealth management firm serving clients in Cleveland, Broadview Heights, and other communities in Greater Cleveland, Ohio. The firm focuses on helping clients plan for their financial futures through research and investment in quality opportunities at reasonable valuations. Its investment approach may consider a range of securities, including common and preferred stocks, as well as corporate and government-issued fixed-income investments.

AWA emphasizes aligning its goals with those of its clients, prioritizing their interests and future planning, and maintaining valued client relationships. The firm also highlights ongoing research into market trends and conditions, continued education, integrity, diversification, and adherence to its investment strategy. Its website provides information about the firm’s philosophy and goals, investment process, and community involvement, along with resources including Bair Tracks and Divvy It Up. Prospective clients can contact the firm or schedule a call to learn more about its investment strategies. Ascend Wealth Advisors is located at 7750 Town Centre Drive, Suite 800, in Broadview Heights, Ohio.