Ascend Integrated Wealth

Ascend Integrated Wealth is an independent fiduciary financial advisory firm serving Houston-area executives, entrepreneurs, and families. They offer a comprehensive suite of services including wealth management, financial planning, tax advisory, estate planning, insurance solutions, and business consulting—all coordinated through an integrated family office model. As fiduciaries legally obligated to act in clients' best interests, they partner with Charles Schwab and operate through a tiered service structure (Premier, Ascend, and Family Office) designed to grow with clients' complexity and needs.