About Us
Ascend Wealth Management has been rooted in South Jersey, over the bridge from Philadelphia, for more than 20 years. We offer a holistic, personalized solution for each client and go above and beyond to help you navigate all aspects of your future.
Our Process
Our boutique firm provides you with the familiarity of personal relationships and care, while the Commonwealth Financial Network advisors network gives us the support and expertise of a large organization. We are process-oriented — but not cookie-cutter. We are committed to keeping you organized. We help you strategize, walking you through the game plan, and ensuring you understand the “why” behind our recommendations.
Our Mission
Our goal is simple: bring order to your financial life.
As your financial coaches, we implement our tried-and-true client service practices to ensure you have a personalized financial plan that you understand and is designed to take you where you want to go.
We bring a comprehensive, organized, and customized approach to financial planning, working with our clients throughout the process. Working with us isn’t just a transaction; you’re building a relationship, gaining a partner and sense of security.
Community Involvement
We believe in the power of community. The Ascend Wealth Management leadership team has been a part of Cherry Hill for over 20 years. We are your friend, neighbor, and Little League coach.
We are passionate about participating in community activities and youth sports and supporting our local sports teams — Go Phillies! Go Birds!
Annually, we raise funds and participate in the Bike MS: City to Shore Ride, which begins in Cherry Hill and ends in Ocean City, NJ. As an avid bike rider, Bob’s participation helps fuel the National Multiple Sclerosis Society’s mission to cure MS while empowering people affected by MS to live their best lives.