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Business Profile

Financial Planning Consultants

Ascend Asset Management
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(970) 212-7495Email BusinessWrite a Review

About

Overview

Ascend Asset Management

2900 S. College Ave, Suite Unit # LC

Fort Collins, CO 80525

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Find a Location

Ascend Asset Management has 2 locations, listed below.

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    BBB Accreditation & Rating

    Ascend Asset Management is BBB Accredited.

    BBB accredited business seal

    This business has committed to upholding the BBB Standards for Trust.

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    About This Business

    Ascend Asset Management provides financial advising services, including retirement income strategies, investment planning, fee-based advising, tax-efficient strategies, long-term care planning, charitable giving, and legacy planning. The company assists clients by developing custom financial strategies, stress-testing current plans, minimizing future taxes, and preparing written financial plans to guide clients through each stage of retirement.

    BBB Accredited Since: 4/29/2025

    Years in Business: 6

    Products and Services

    Ascend Asset Management, LLC offers the following products and services:
    Retirement Income Strategies: Guidance on structuring income streams for retirement.
    Investment Planning: Assistance with selecting and managing investment options.
    Fee-Based Advising: Ongoing advisory services for asset and wealth management.
    Tax-Efficient Strategies: Approaches to help minimize tax impact on financial plans.
    Long-Term Care Planning: Strategies to prepare for potential long-term care expenses.
    Charitable Giving: Planning for philanthropic contributions as part of a financial strategy.
    Legacy Planning: Assistance with planning for the transfer of assets to future generations.
    Referrals: Connections to professionals for trusts, probate, estate planning, and tax planning.

    Business Details

    Local BBB:
    BBB serving Northern Colorado and Wyoming
    BBB File Opened:
    3/7/2024
    Business Started:
    1/23/2020
    Business Incorporated:
    1/23/2020
    Type of Entity:
    Limited Liability Company (LLC)
    Business Management:
    Michael W. Gray, CEO

    Additional Contact Information

    Principal Contacts
    Michael W. Gray, CEO
    Customer Contacts
    Michael W. Gray, CEO
    Additional Phone Numbers
    Other Phone: (307) 421-3426
    Other Phone: (970) 212-7494
    Additional Email Addresses
    Primary: Email this Business

    Additional Information

    Other Resources
    Division of Securities- Colorado
    1560 Broadway, Ste 900
    Denver CO 80202
    Phone Number: (303) 894-2320
    http://www.dora.state.co.us/securities/
    Occupational/Industry License Database Colorado
    1560 Broadway Ste 1350
    Denver CO 80202
    http://www.colorado.gov/oed/industry-license/
    Wyoming Secretary of State
    200 W. 24th St.
    Cheyenne WY 82002
    Phone Number: (307) 777-7378
    http://soswy.state.wy.us/default.aspx
    Business Categories
    Financial Planning Consultants, Financial Services, Retirement Planning Services, Investment Advisory Services, Financial Consultants, Financial Planning Kits, Wealth Management

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