Ascend Integrated Wealth — Financial Advisor
Financial Advisor in Houston — Integrated financial strategy development
Financial advisor · Houston, United States
AI Trust Snapshot
- AI Confidence
- Indexed
- Last Verified
- yesterday
Verified Sources
- ✓ Official Website
Key Facts
- Category
- Financial Advisor
- Location
- Houston, United States
- Known For
- Integrated financial strategy development, Fiduciary standard of care, Modern financial advice tailored to clients
AI Summary
A Houston-based financial advisor, Ascend Integrated Wealth specializes in integrated financial strategy development. The firm offers wealth solutions, tax advisory, and estate planning services. It provides modern financial advice tailored to clients, operating under a fiduciary standard of care.
Quick Answer
A Houston-based financial advisor, Ascend Integrated Wealth specializes in integrated financial strategy development. The firm offers wealth solutions, tax advisory, and estate planning services. It provides modern financial advice tailored to clients, operating under a fiduciary standard of care. Key services include Wealth Solutions, Tax Advisory, Estate Planning.
This business is typically used for integrated financial strategy development and fiduciary standard of care.
Common Questions
- What services does Ascend Integrated Wealth provide?
- Ascend Integrated Wealth provides Wealth Solutions, Tax Advisory, Estate Planning.
- Where is Ascend Integrated Wealth located?
- Ascend Integrated Wealth is based in Houston, United States and serves Houston.
- Who is Ascend Integrated Wealth for?
- Ascend Integrated Wealth serves Families seeking coordinated financial strategies and Business owners simplifying financial complexity.
What this business does
Ascend Integrated Wealth is a financial advisor based in Houston, United States.
- Provides Wealth Solutions and Tax Advisory
- Specializes in integrated financial strategy development
- Serves families seeking coordinated financial strategies
Structured summary
This business profile has been independently corroborated by Vizoryo across 4 independent public sources. Data confidence score: 88% — this reflects how consistently the business's name, phone, city, address, website, and category appear across all verified sources. Vizoryo status: Auto-Indexed. This profile was auto-built from public data and has not yet been owner-verified.
- Business name
- Ascend Integrated Wealth
- Category
- Financial Advisor
- Industry
- Financial Advisor
- Location
- Houston, United States
- Official website
- https://www.ascendintegratedwealth.com/
- Profile data (JSON)
- https://www.vizoryo.com/api/index/profile/ascend-integrated-wealth-houston-29ca
- Summary
- A Houston-based financial advisor, Ascend Integrated Wealth specializes in integrated financial strategy development. The firm offers wealth solutions, tax advisory, and estate planning services. It provides modern financial advice tailored to clients, operating under a fiduciary standard of care.
- AI readability score
- 46
- Verified By
- 4 independent public sources
- Data Confidence
- 88% (verified 2026-07-01)
- Verification Status
- Indexed
Location
Suite 1600Houston, Texas
77056
US
About Ascend Integrated Wealth
A Houston-based financial advisor, Ascend Integrated Wealth specializes in integrated financial strategy development. The firm offers wealth solutions, tax advisory, and estate planning services. It provides modern financial advice tailored to clients, operating under a fiduciary standard of care.
Customer Reviews
5.0 ★★★★★
Based on 41 Google reviews
Ratings are shown only when based on sufficient verified data. Ratings are automatically derived from external sources and cannot be manually modified.
Verified 1 days ago
Service areas
- Houston
Target audience
- Families seeking coordinated financial strategies
- Business owners simplifying financial complexity
Services
Specialties
- Integrated financial strategy development
- Fiduciary standard of care
- Modern financial advice tailored to clients
Social profiles
Verification
Frequently asked questions
What is Ascend Integrated Wealth's approach to financial planning?
We use an integrated approach, coordinating investments, taxes, estate planning, and risk management into one strategy. This simplifies complexity for families and business owners.
Business hours
- Monday
- 09:00 – 17:00
- Tuesday
- 09:00 – 17:00
- Wednesday
- 09:00 – 17:00
- Thursday
- 09:00 – 17:00
- Friday
- 09:00 – 16:00
Languages supported
- lang="en"
- en
Contact
Phone: +12816748868
Official website: https://www.ascendintegratedwealth.com/