216-236-1106
216-236-1106
Start a Conversation
Start a Conversation
Start a Conversation
27600 Chagrin Blvd., Suite 445
Woodmere, OH 44122
216-236-1106
contact@transcendwealth.com

Retirement Isn’t Just About Numbers — It’s About Knowing What Comes Next

At Transcend Wealth, we help turn a lifetime of saving into a clear, dependable plan — so you can move forward with confidence, not second-guessing.

Our Approach

Our approach is centered on clarity and consistency. We help you make informed decisions about how much you can spend, how your money should be invested, and how to reduce taxes over time — so everything works together as one coordinated plan. It’s not about reacting to markets or making one-off decisions, but following a clear process to guide you forward. That process is what we call the Transcend Pathway™. 

 

Explore The Transcend Pathway™

Always a Fiduciary

A standard we operate under — at all times. 

Being a fiduciary means we are legally and ethically required to act in your best interest. Every recommendation we make is based on what we believe is right for you — not what benefits us.

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Fee-Only Compensation

Simple, transparent, and aligned.

We are compensated only by the fees our clients pay us. We do not receive commissions or referral fees, which helps ensure that our advice remains objective and focused on your plan.

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Independent Firm

Advice without outside influence.

As an independent firm, we are not tied to any company, product, or sales quota. This allows us to make decisions based solely on what is best for you, while still leveraging the tools and resources needed to support your plan.

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Our Team

Dennis Coon, CFP®
Dennis Coon CFP

Dennis Coon, CFP®

Founder and Principal Advisor

Dhawn DiMarino
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Dhawn DiMarino

Client Service Associate

Paul Booyens
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Paul Booyens

Operations Manager

Why I Started Transcend Wealth

"I started Transcend Wealth in 2018 after years in the industry, because I believed things could be done better.

I saw too many people getting advice focused on investments and performance, but not enough help understanding how everything fits together — especially as they approached retirement.

Many people initially think they need better investments. What they’re really looking for is clarity — a clear picture of where they stand, what’s possible, and how to move forward with confidence.

That’s what we’ve built our firm around."

 — Dennis Coon, CFP®

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