Fiduciary Wealth Management
Investment management built around your long-term stewardship, not the market's mood.
For retirees, families, and business owners with meaningful investable assets, we provide disciplined, tax-aware portfolio management guided by a fiduciary standard.
Ascend Wealth Services is the wealth management and advisory division of Ascend Financial Group.
How We Think
Three principles behind every portfolio we manage.
Start With the Plan
Investment decisions begin with your goals, time horizon, risk tolerance, and income needs, not a model portfolio applied by default.
Invest With Discipline
We follow a consistent, long-term investment process rather than reacting to short-term market movements or headlines.
Communicate & Adjust
We monitor progress continuously and adjust the strategy as your life, the markets, tax considerations, and goals change.
How We Help
Advisory services built around the relationship, not a product list.
Investment Management
Portfolio construction and ongoing management aligned with your objectives, time horizon, and risk tolerance.
Retirement Income Planning
Coordinating investment strategy with your income needs throughout retirement.
Tax-Aware Portfolio Strategy
Considering tax implications when making investment and portfolio decisions.
Risk Management
Balancing growth objectives with appropriate risk and volatility management. We calibrate every portfolio against a measured risk score for the account, not just a general profile.
Legacy & Estate Coordination
Helping coordinate investment and wealth strategies with your broader estate and legacy objectives and your outside legal and tax professionals.
What Working With Us Looks Like
A clear, five-part process from first conversation to ongoing management.
Discovery
Understand your goals, current financial structure, concerns, and priorities.
Financial Review
Review investments, retirement objectives, risk, taxes, income needs, and other relevant planning considerations.
Strategy Design
Develop a coordinated investment and financial strategy based on your objectives.
Implementation
Put the agreed-upon strategy into action and coordinate account implementation as appropriate.
Ongoing Guidance
Continue monitoring, reviewing, communicating, and adjusting the strategy as circumstances evolve.
Who You'll Work With
Your advisor, and the team behind the investment discipline.
Your financial advisor builds the plan with you. A dedicated investment team is responsible for the research, trading, compliance, and operations behind it.
Financial Advisors
Charles Bobo
Financial Professional & Founder
Works with clients on retirement account and Roth conversion strategy within the broader financial plan.
Jason Anderson
Financial Professional
Works through client planning questions from multiple angles to help shape the overall strategy.
Ashton Closner
Financial Professional
Focuses on estate and legacy planning conversations within the financial plan.
Anthony Torres
Financial Professional
Works with clients on estate planning and long-term financial guidance.
Matthew Sanchez
Financial Advisor
Works with clients to build and coordinate their financial plan.
Investment Team
Thomas Rozman, CFA®, CAIA®
Chief Investment Officer
Leads portfolio construction and investment research for the firm.
Paul Tinnirello
Director of Operations
Oversees the operational infrastructure supporting client accounts.
Michael Mortellaro
Head of Planning
Coordinates financial planning considerations within the investment strategy.
Scott Raider
Chief Compliance Officer
Oversees the firm's regulatory and fiduciary compliance program.
Rosie Riley
Head of Onboarding & Operations
Manages the account onboarding experience and day-to-day operations.
Jared Hilman
Head of Trading
Executes portfolio trades and manages day-to-day account implementation.
Recent Thinking
A few of the topics our clients are asking about.
Tax-Aware Wealth Planning
Income Tax vs. Capital Gains Tax: What's the Difference?
A look at how the two are taxed differently and why that distinction matters for portfolio decisions.
Retirement Planning
Your Guide to Roth IRAs: Conversions and Advanced Tax Planning
How a Roth IRA is structured differently from a traditional account, and where conversions can fit into a plan.
Market & Investment Insights
Understanding the 4% Rule
What the rule of thumb is meant to estimate, and where it can fall short as a retirement income guide.
Next Step
Let's start with a conversation.
A first conversation is about understanding your current financial structure, investment strategy, retirement goals, and long-term priorities, and surfacing any planning opportunities worth a closer look.
Schedule a Consultation