Ascend National Wealth Advisors

Ascend National Wealth Advisors is a wealth management firm in North Charleston, SC. The firm provides comprehensive financial services, including retirement planning, insurance, and wealth planning, to individuals and families both in person and virtually.

The firm utilizes a collaborative approach to financial care, grounded in biblical tenets and values-based planning. Their services include tax-efficient retirement and legacy planning, as well as ethical investing and charitable giving strategies. The team employs a personalized discovery process to understand each client's unique aspirations and financial perspectives, creating interactive financial plans designed to adapt to evolving needs. Through this proactive partnership, they aim to help clients maximize their financial potential while staying aligned with their personal values.

Located on O'Hear Ave, the office is a short drive from Park Circle and Triangle Park. The business is situated near the Cooper River Center for Advanced Studies and the historic Garco Mill.

Ascend National Wealth Advisors is recognized for its commitment to ethical stewardship and its dedication to helping clients build meaningful legacies. The firm stands out for its specialized expertise in crafting tax-smart strategies and its ability to serve extended families across the nation through a flexible, hybrid service model.

Ascend National Wealth Advisors provides purpose-based financial guidance and personalized wealth strategies for the North Charleston community.

Services:

• Comprehensive financial services
• Dedicated Planning Services
• Ethical stewardship
• Financial Advice
• Managed Accounts Program
• Personalized advice
• Tax-efficient planning
• Trust Services