We are an independent private wealth management and financial planning firm acting as a true fiduciary to help you secure your financial future. As an independent, fee-only wealth management firm, we strongly believe that all investors deserve a fiduciary level of care when putting their hard-earned money to work in the markets.
We know that investing should be rewarding and that the best investments are bought, not sold. For that reason, Ascend Wealth Management does not rely on transactions, nor do we accept commissions. Our choice of investment is based solely on the quality of the offering. As your trusted financial advisor, our goal is to build a long-term relationship with you by acting as your personal Chief Financial Officer (CFO).
We know that investing should be rewarding and that the best investments are bought, not sold. For that reason, Ascend Wealth Management does not rely on transactions, nor do we accept commissions. Our choice of investment is based solely on the quality of the offering. As your trusted financial advisor, our goal is to build a long-term relationship with you by acting as your personal Chief Financial Officer (CFO).
Services
Ascend Wealth Management acts as a personal Chief Financial Officer (CFO) for individuals and families. We collaborate with you in a holistic approach that provides independent advice on everything that impacts your financial plan, including investing, risk management, tax and estate planning, insurance, charitable giving and more.
Our response was to create a firm that offers a higher level of wealth management by providing institutional investment strategies based on decades of academic and empirical research while adhering to the highest standard of care and ethics in the investment industry. As it turns out, this makes us quite different.
We work with clients throughout the country. To learn more about how we can help you, or if you have immediate concerns or questions, please call or send us a message today. We are here to help! Our main office is in Marin County, California, located across the street from the Marin Country Mart and the Ferry Building in Larkspur.
Ascend Wealth Management is an independent private wealth management firm that works with individuals and families. We provide the highest standard of care and ethics in the investment industry-a fiduciary standard-which means that our advice as your trusted advisor always serves a single purpose: TO BUILD FINANCIAL SECURITY AND WEALTH FOR YOU AND YOUR FAMILY.
DFA is a privately-held institutional investment firm that has over $586 billion of assets under management. The funds managed by DFA are exclusively offered to institutional investors and the clients of a select group of wealth management firms. DFA restricts access to its funds in order to reduce turnover and trading costs and achieve greater tax efficiencies for shareholders.
Reviews (4)
Jason Freund
Feb 01, 2018
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We moved money to Mark Bourguignon at Ascend Wealth Management and couldn’t be happier with the results. Mark is a pleasure to work with and I trust him completely with my family’s personal finances. He is incredibly knowledgeable and competent. I like that he is a fiduciary and works on a fee-only basis. He always has our best interests in mind and has never solicited any products or services. He goes about investing the right way!
Gregg Dobbin
Jan 16, 2018
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Colin Lau
Jan 13, 2018
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Mark has been a delight to work with. From the beginning, he has always placed my family's interests as his top priority. He's been able to guide us through his philosophies and has made the investment process easier to navigate. He's also provided us a comprehensive roadmap of our portfolio to ensure that we're appropriately positioned for the future. I trust Mark and would recommend him to anyone looking for wealth management services.
T. Cf
Nov 17, 2017
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