Network·Family Office

Ascend Investment Partners

Unclaimed

📍 OGDEN, UT

Family Officefinancial serviceshealthcarereal estatemedia
www.ascendinvestment.com

SEC CRD #801-118514

About

Financial Advisors Utah | Fee-Only Fiduciaries — Ascend Investment Partners Plan for your future. Keep more for your family. Grow for generations. COMPREHENSIVE FINANCIAL PLANNING Just like the Rocky Mountains that adorn our state of Utah, your financial path will take you through peaks and valleys throughout the course of your life. But with a detailed map that is constantly being updated, you can chart a path that will make the most of your journey. We help our clients build comprehensive financial plans that are rooted in our three pillars: Plan. Keep. Grow. LEARN MORE → Helping You Make Your Retirement Money Last As fiduciary, fee-only financial advisors in Utah, we're here to serve clients in Logan, UT, and Ogden, UT, and throughout Utah as they plan for, build, and then enjoy their retirement. During the best of times and the most volatile of stock market conditions, our focus is on helping you have a successful, enjoyable and long retirement. This deep commitment to our clients is one of the reasons we find ourselves working with many generations of families. OUR OGDEN, UT LOCATION OUR LOGAN, UT, LOCATION Our Services for Your Best Retirement Our purpose as financial advisors is right in our name. We're here to be your investment partner. There are so many pieces of your life that your finances impact. In turn, there are myriad facets of your financial picture. We incorporate all of those pieces into our planning process, so we can be true investment partners for you.

Key Contact

GS

GARRETT SMITH

CHIEF COMPLIANCE OFFICER

📞 (801) 476-1200

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Geographic Focus

utahloganogden

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AUM

$661M

Location

OGDEN, UT

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