Ascend Integrated Wealth

    Your business?

    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.

    Best for: Retirement PlanningUnbiased AdviceWealth Management

    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

    What Sets Ascend Integrated Wealth Apart

    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.

    Fiduciary StandardFee-Only (No Commission)Retirement PlanningInvestment ManagementFree Initial Consultation
    Wealth ManagementFinancial PlanningTax AdvisoryEstate PlanningFiduciary
    Google Rating
    5.0 ★ (40 reviews)
    Phone
    (281) 674-8868

    Location

    Address: 5444 Westheimer Rd Suite 1600, Houston, TX 77056

    Phone: (281) 674-8868

    Website: ascendintegratedwealth.com

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    Last updated April 21, 2026

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