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Planning is more critical today than previous generations, as we focus on being a more

accountable advisor for your mission.

The investment management process


differentiated by not one individual or one large corporation but a hand-picked, talented portfolio team focused on open dialogue, along with portfolio and tax efficiency.
 
And a client experience with pre-scheduled, regular meetings along with rapid response to any requests or questions that come in.

We believe that every dollar has a mission.

Let us help you discover yours.

Goals

Savings

Investments 

Retirement

Estate Planning Strategies 

Charitable Giving

Taxes  Planning Strategies

 

Wells Fargo Advisors Financial Network is not a legal or tax advisor. 

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We believe in bringing the power of the markets to your door step.

$27m
$200m
$830m
$1.5b
$2.2b*

2000

2009

2018

2023

2025

Assets Under Management (as of 12/11/24)

A bold new venture

At the height of the financial crisis, amidst uncertain market conditions, our practice embarked on a bold new venture: constructing a state-of-the-art headquarters and heavily investing in a culture designed to thrive in both, good and bad markets.
 
Under the leadership of Tony Reilly, CEO, we welcomed new partners who shared our vision for investing in the next generation.
 
This strategic move, coupled with an influx of $500 million in assets under management (in 2023) and the ongoing acquisition of talented investment professionals, marked a significant milestone in our journey towards accelerated growth and innovation.

PM-07172026-7546265.1.1 / PM-12172025-6711604.1.1 

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Ascend Advisory Group, LLC | 6767 Longshore St., Suite 300 | Dublin, OH 43017  | 614.784.6000

©2020 Ascend Advisory Group. 
 

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

 

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN. 

 

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

 

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