General Info

Ascend Wealth Management is a financial planning and investment services company in Lehi, UT. We offer a wide range of services, including retirement planning, tax planning, college planning, estate planning, and money purchasing plans. We also offer a variety of insurance products, including disability income insurance, life insurance, and long-term-care insurance. We have a team of experienced financial professionals who are dedicated to helping our clients achieve their financial goals. We offer a personalized approach to financial planning and work with our clients to develop a plan that is tailored to their individual needs and circumstances.