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311 South Oak Street, Suite 275, Roanoke, TX 76262

817-714-0654
contact@ascendustexas.com
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WELCOMEDefine, Build and Preserve your Legacy.

WELCOME
Define, Build and Preserve your Legacy.

We got into this work because we believe everyone deserves a financial team that actually listens. Before we build any strategy, we want to know what keeps you up at night, what gets you excited, and what "success" really looks like for you. From there, we work together to create a plan that evolves as you do.

What We do
Financial Guidance That Meets You Where You Are

Your financial life is about more than investments. It’s about your family, your career, your business, your retirement, and the things that matter most to you.

Wherever you are in that journey, we start by listening and getting to know you. From there, we help bring the different pieces together and develop a strategy that makes sense for your life, your goals, and the changes that come along the way.

No cookie-cutter plans. No unnecessary complexity. Just thoughtful advice, personal guidance, and a relationship built around helping you make good financial decisions with confidence.

We don't believe your financial plan should be something you put on a shelf. We build it to evolve with you.

Whether you're just getting started or rethinking your retirement, our team is here to help you make informed decisions and feel good about your financial direction.


Portfolio Management

We'll help you build a portfolio that reflects your goals and risk tolerance — and keep a close eye on it as things change.box-empty

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Retirement Planning

Retirement looks different for everyone. Let's map out what yours could look like and build a strategy to help you get there.box-empty

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Risk Management

Life throws curveballs. We'll help you identify potential risks and put strategies in place so you're better prepared for the unexpected.box-empty

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Estate Strategy

Thinking about what you leave behind doesn't have to be overwhelming. We'll work with you and your legal team to create a thoughtful plan.box-empty

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Life Insurance

Life insurance is one of those things people know they should think about but often put off. We'll help you figure out what makes sense for your situation.box-empty

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HNW Client Guidance

More wealth often means more complexity. We work with high-net-worth clients to help simplify the big picture and address what matters most.box-empty

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Extended Care Strategies

No one likes thinking about long-term care, but planning for it now can help protect everything else you've worked to build. box-empty

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Small Business Guidance

Running a business is a financial journey of its own. We help business owners connect the dots between their personal and professional goals. box-empty

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Social Security Strategies

There are a lot of ways to approach Social Security, and timing matters. We'll walk you through your options so you can choose with confidence. box-empty

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Cash Flow Analysis

It's hard to plan for the future if you're unsure where your money is going today. Let's get a clear view of your cash flow and find opportunities. box-empty

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Education Strategies

Saving for education is a big goal for a lot of families. We'll help you explore the options that make the most sense within your larger plan.box-empty

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Charitable Giving

If generosity is part of your story, let's make sure your giving is as strategic as it is meaningful.box-empty

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Special Needs Trust

Planning for a loved one with special needs takes extra care. We'll help you explore trust strategies designed with their future in mind. box-empty

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Debt Management

Debt doesn't have to hold you back. We'll help you put a plan together to manage it while still making progress toward your bigger goals. box-empty

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Financial Education

The more you understand, the more empowered you are. We love helping our clients build financial knowledge that sticks. box-empty

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About Our FirmExperienced Advice. Personal Approach.

About Our Firm
Experienced Advice. Personal Approach.

With decades of experience, we’ve learned that good financial advice doesn’t have to be complicated or overly formal. It starts with a conversation—and taking the time to listen.

We’ve worked with people from all kinds of backgrounds and at all stages of life. What they’re looking for is usually pretty simple: someone they can trust to be straight with them, ask the right questions, and be there when it matters.

As an independent practice, we have the freedom to focus on what makes sense for our clients—not corporate mandates or someone else’s agenda. We bring experience, perspective, and a team approach to help you make informed decisions and stay focused on what matters most.

Not just a Tagline, it is also Our Process
Define, Build, and Preserve your Legacy.

We don't pretend we can eliminate every risk. No one can. But we can identify the risks we see, help you understand them, and work with you and your other professional advisors to minimize them as much as reasonably possible.

1. Define
Every Relationship Starts With Getting to Know You, Not Just Your Financial Statement.

We begin with in-person meetings where we take the time to understand you, your family, your goals, your concerns, and what is truly important to you. Every family is different, and there is no one-size-fits-all approach to financial planning.

Our job is to ask the questions that help define where you are today, where you want to go, and what could get in the way - along the way.

2. Build
Once We Understand What You Are Trying To Accomplish, We Build a Plan Around Those Goals.

This includes a custom investment portfolio, but it goes well beyond investments. We develop a roadmap designed to help you make informed decisions with your money and give you a clear path toward the future you envision. And because life has a way of changing, the plan is built with flexibility. Careers change. Businesses are sold. Children grow up. Markets move. Retirement dates shift. Opportunities and challenges arise.

We don't believe your financial plan should be something you put on a shelf. We build it to evolve with you.

3. Preserve
This Is Where Experience Matters

Ongoing monitoring, communication, and a colletive 40 years of experience allow us to look beyond the obvious and identify risks that may not be apparent on the surface.

Preserving wealth isn't simply about avoiding market losses. It is about protecting what you have built from the many things that can unexpectedly diminish it—taxes, estate planning issues, inadequate protection, business or liquidity risks, changing family circumstances, longevity, and decisions that may have consequences far beyond the moment.

Our experience allows us to ask questions and make suggestions in areas where other advisors quite frankly don't.

Let's Build Your Plan

Content For You
Good Reads, Smart Thinking

We like sharing ideas that help our clients think differently about money and life. Browse the latest articles, guides, and insights below.

It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
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Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.
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Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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Get Started
Let's See If We're a Good Fit

Thinking about making a change? Or maybe you just have questions and aren’t sure where to start?


Let’s sit down and talk. No pressure, no obligations—just a real conversation about where you are, what matters to you, and where you want to go. From there, we’ll see if we’re a good fit to work together to Define, Build and Preserve your Legacy.

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