Transcendent Wealth

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for Transcendent Wealth
Team photo for Transcendent Wealth

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Advisors

Advisor photo for Ted Davis

Ted Davis

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Ted Davis's website
Advisor photo for Natalie Davis

Natalie Davis

BFA, CRPC

Financial Advisor

Visit Natalie Davis's website


Team

Andy Aro

Andy Aro

Office Manager