Ascend Investment Partners
PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. Ask me about Security Backed Lending!
0
Client Reviews
0.25% to 1.9%
Percentage of Assets (AUM)
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Minimum Financial Requirements
Annual Income
$500,000
Investable Assets
$500,000
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.25% to 1.9%
Hourly Rate
$100 to $1,000
Meeting Options
In person meetings
Video meetings
Phone
Email
About Ascend Investment Partners
It's time for you to bring all the pieces together!
Your tax strategy should complement your investment strategy. All parts from savings, investing, taxes, business, family, legacy, charity, and your personal goals are all parts that are needed to potentially have a successful financial future.
We don't sell products that you don't need (because our client investments often look like our own) but work with you to build a roadmap to get where you want to be.
Focus is ongoing financial advice that compliments your investment management and tax strategies that come up through the year.
Areas of focus include: Charitably focused individuals and families, Business owners, and women who are in charge of their finances.
Your tax strategy should complement your investment strategy. All parts from savings, investing, taxes, business, family, legacy, charity, and your personal goals are all parts that are needed to potentially have a successful financial future.
We don't sell products that you don't need (because our client investments often look like our own) but work with you to build a roadmap to get where you want to be.
Focus is ongoing financial advice that compliments your investment management and tax strategies that come up through the year.
Areas of focus include: Charitably focused individuals and families, Business owners, and women who are in charge of their finances.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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"Anthony has been an absolutely incredible partner to work with. He has helped me feel comfortable in my financial health and given me plenty of insightful and actionable advice in both financial planning and investments. In addition to being an amazing financial professional, he is also a very genuine guy. You can definitely tell that he cares about you as a person and individual and wants to see you achieve your best. He’s also LGBTQ+ friendly, which is a big consideration for me. 5 stars all around for Anthony and Dynamic FP."
Reduce tax, optimize investments, grow preserve and protect your wealth - for generations.
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
