Welcome to Ascendant Capital Management, a full-service, independent Registered Investment Advisory firm (RIA). We have no parent company affiliation, nor do we have any pressure to sell proprietary products or services not aligned with your interests. Many financial advisors carry the 'broker-dealer' designation, which brandishes a disclaimer from the SEC that their recommendations need only comply with the standard of suitability - one not always consistent with your best interest.
As an RIA, Ascendant adheres to the much higher fiduciary standard, which imposes a duty of care and loyalty and means that recommendations must be in the best interest of the client and come before the interests of the advisor.We start by focusing on your long-term goals and priorities along with your current situation and challenges.
As an RIA, Ascendant adheres to the much higher fiduciary standard, which imposes a duty of care and loyalty and means that recommendations must be in the best interest of the client and come before the interests of the advisor.We start by focusing on your long-term goals and priorities along with your current situation and challenges.
Services
Our mission is to enrich people's lives by helping them fulfill their most meaningful goals. We listen carefully, then provide trustworthy and attentive financial guidance we believe offers the highest probability of success in achieving our clients' objectives. When it comes to managing client's assets and life savings, nothing is more important than the foundation of integrity and trust.
Richard spent the first 20 years of his career in corporate finance at Fortune 500 companies such as Sony Pictures and Unocal. During his experiences there, Richard advised executive management on numerous strategic and capital investment initiatives that led to significant increases in profitability and shareholder value.
Our goal is to ensure a comprehensive solution that puts you on a path toward financial prosperity, security, and peace of mind. Financial Planning involves determining your long-term goals and objectives, evaluating your financial picture and then developing a plan to serve as your roadmap to retirement and beyond.
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