Featured Business Financial Advisor in Jupiter, FL
Jupiter Financial Advisors
Ascend Wealth Management, LLC.
200 Ocean Trail Way, Ste 1105
Jupiter, FL 33477
(678) 869-5585
“Achieve New Heights. Ascend.”
Advisor Profile
Andy Gentile, CFP, CLU, ChFC, CLTC
Name:  Andy Gentile, CFP, CLU, ChFC, CLTC
Phone Number:  (678) 869-5585
Website:  Visit Website
Disclaimer
Securities and advisory services offered through The Leaders Group, Inc.* and TLG Advisors, Inc., 26 West Dry Creek Circle, Suite 575, Littleton, Colorado 80120, 303.797.9080. *Member FINRA/SIPC. Federal income tax laws are complex and subject to change. The information in this website is based on current interpretations of the law and is not guaranteed. Neither the company nor its representatives give legal or tax advice. Please consult your attorney or tax advisor for answers to specific questions.

About Ascend Wealth Management, LLC.

At Ascend Wealth Management we work with individuals and
businesses as they seek to make sound financial decisions. Our
coordinated approach to holistic financial planning is unique for each individual client.

Identifying your life goals can help you make the financial
decisions that will allow you to realize your dreams - for
tomorrow, and well into the future. At Ascend Wealth Management, our initial meeting begins with a discussion about you and your unique situation as we explore your goals & values. After clarifying your priorities, we create a customized, detailed strategy to help you be more confident about your financial future.

A comprehensive financial plan will clearly show how your goals
are interrelated, and serves as a framework for organizing the
pieces of your overall financial picture. Integrating your
coordinated financial plan with individually tailored strategies
will help guide you on your path towards financial independence. Most importantly, you'll have the peace of mind that comes from knowing that you are on track towards achieving your financial goals.

Achieve new heights. Ascend.
 

General Information

CRD#:    1199626
Insurance License#:    473623
Name of Broker/Dealer:    The Leaders Group, Inc.
Name of Custodial Firm:    Fidelity
States Licensed in:    GA, FL, CT, NY, NJ, PA, NC, AL, MD, Miss, LA
States Willing to do Business in:    Metro Atlanta
Years of Experience in Financial Services:    35
Number of Years with Current Firm:    6
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via phone, At your home, At my office, At your office, Via email
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU), CLF, Certified in Long-Term Care (CLTC)
Securities Licenses:    Series 51, Series 65, Series 63, Series 24, Series 7
Insurance and Annuity Licenses:    Casualty, Long Term Care, Variable Annuity, HMO, Life, Disability, Property, Variable Life, Accident, Annuity, Health
Financial Organization Memberships:    Million Dollar Roundtable, Financial Planning Association (FPA), Society of Financial Services Professionals, National Association of Personal Financial Advisors (NAPFA), National Association of Insurance and Financial Advisors (NAIFA)
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $50,000
Compensation Methods:    Flat Fee, Based on Assets
Additional Details on Charges:    We offer a complimentary initial consultation and
will determine our fee at the conclusion of the
initial meeting based on the complexity of your
situation.
 
 
 
Prepared By: Andy Gentile, CFP, CLU, ChFC, CLTC

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