Financial Advisors
Houston, TX
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.
Ideal for: Executives and business owners, High-net-worth families, Entrepreneurs with complex tax situations, Individuals planning major wealth transfers
Service area: Houston, Texas and surrounding areas
Fiduciary Standard: Legally obligated to act in clients' best interests, not earning commissions on product sales.
Integrated Approach: Coordinates investments, tax planning, and estate planning in one strategy rather than siloed professionals, reducing information gaps.
Fractional Family Office Model: Offers the comprehensive services of a traditional family office at a more accessible cost through tiered service tiers.
Address: 5444 Westheimer Rd Suite 1600, Houston, TX 77056
Phone: (281) 674-8868
Website: ascendintegratedwealth.com
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