Ascend Wealth Management believes in an ongoing, integrated financial planning experience that is able to deliver value multi-generationally. In many ways, financial planning has never been more difficult than it is today. We believe that we have a unique ability to guide our clients through the various headwinds that exist, no matter their current life stage. We take particular pride in the planning strategies that we implement for those that are at or nearing retirement.

Meet the Team


Today’s Retirement Planning: Getting to and Through Retirement

Many people are focused on saving a certain amount for retirement but don’t think about what they’re going to do with that money once they reach retirement—to make it last as long as they do. This video explains the different strategies needed for accumulation and distribution and why people need to know that there is a difference.


Market and Economic Commentary

Access a timely summary of market happenings and economic indicators, plus get a glimpse of what's come in our Weekly Market Commentary. Find a timely summary and insightful commentary on economic and financial market trends in our Quarterly Market Commentary. Topics include:

  • Stock market performance
  • Developments in Washington
  • News from abroad
  • Employment
  • Housing
  • Gross domestic product
  • Consumer Spending

Income Annuity: A Guaranteed Retirement Paycheck

People are living longer and need to create income that lasts a lifetime. This video explains the role an income annuity can play in helping create guaranteed income in retirement.


Northwestern’s Unique Approach to Financial Planning

Learn what to expect from the process of creating a financial plan with Northwestern Mutual.


We're top ranked by Forbes

Ryan George has been recognized as a Best-In-State wealth advisor by Forbes. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.

Our Better Money Habits From COVID Are Slipping: Here’s What to Do About It

We help clients with these topics every day. Read more here.

How to Teach Children to Build Healthy Money and Credit Habits

Starting these types of money lessons early can help them establish a solid financial foundation. Read more here.

What Do Mortgage Lenders Look for in a Borrower?

If buying a home is on your list of goals, it helps to know what makes you attractive to a lender. Here are a few key factors.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.