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    It isn't just about the numbers...

    It's about turning your dreams into reality.

    At Transcend Wealth, we understand that your financial goals are as unique as you are. From the moment you dare to dream, we're here to make those dreams a tangible reality. Our approach is not just about managing wealth; it's about enriching your life's journey. Whether you envision purchasing the perfect home that feels like a slice of paradise, launching a venture that reflects your passion and drive, exploring the hidden gems of the world, or crafting a retirement that's as fulfilling as your working years, we are committed to guiding you every step of the way.

    Always a
    Fiduciary

    A higher standard that is owed to you - no exceptions.

    Fiduciary is not a marketing term. It's a legally defined term where we are expected to exercise a duty of care and a duty of loyalty to our clients, and as a result, we are held to the highest standard of conduct. It is an obligation to provide financial advice that always puts your best interest first, regardless of the circumstances.

    Fee-Only
    Compensation

    The best solutions - no matter the size.

    This is a standard of excellence that we uphold as the only way to do business. As a fee-only investment advisory firm, the only compensation we receive are the fees our clients pay for the services we provide. We receive no commission or referral fees as we feel this can "muddy the water" regarding the advice we provide. Ask your advisor all the ways they get paid for advising you on your portfolio. If the answer isn't simple and transparent, you might consider a different option.

    Independent
    Firm

    We answer to our clients first - always.

    As an independent firm, Transcend Wealth is not bound by any corporate obligations to recommend specific investments to our clients, meet any sales quotas or apply a "cookie-cutter" solution. We can operate and advise our clients without bias, leveraging the resources available to large firms, while maintaining the personalized attention our clients deserve.

    Our Team

    Our Approach to Planning

    See the difference a professional approach to financial planning can make.

    The professional approach
    Our Approach to Planning