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About Us
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Events
Contact

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Our Services

Asset Allocation & Risk
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Life Insurance
Social Security Maximization
Tax Strategies

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Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health

Contact Info

Address:PO Box 1564 Eagle, Idaho 83616
Office:208.412.9294Opens in your application
Email:jason@ascendawm.comOpens in your application

Our Services

Asset Allocation & Risk
Enhanced Planning
Income Planning
Life Insurance
Social Security Maximization
Tax Strategies

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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.

Opinions expressed herein are solely those of Ascend Wealth Management LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered through Ascend Wealth Management LLC, an Investment Advisor in the State of Idaho. Insurance products and services are offered through Ascend Financial Advisors, an affiliated company.

The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Idaho or where otherwise legally permitted.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.