Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for James Evans

James Evans

CRPC, APMA®

Private Wealth Advisor

Chief Executive Officer of Ascend Private Wealth
Learn more about James Evans Visit James Evans's website


Our team

Carrie Kahn

Carrie Kahn

Client Service Specialist

Tiffany Bradford

Tiffany Bradford

Operations Director,

Chief Operating Officer of Ascend Private Wealth