Ascend Beyond Wealth
Realize next-level success with a financial
relationship built for life.
relationship built for life.
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Pursuing Your Passions With the Right Financial Plan
Wealth Management Advisor
Purcellville, VA
Serving Clients Nationwide
Serving Clients Nationwide
Just as a skydiver meticulously prepares for a thrilling jump, financial planning requires careful preparation and foresight. Both pursuits require a balanced approach, where too much caution can stifle the thrill, and recklessness can lead to adverse consequences. Ultimately, just as a successful skydiver lands safely, a well-planned financial journey allows individuals to reach their goals and dreams with confidence. It's about calculated risk-taking and prudent decision-making, whether in the sky or in your financial world.
Our Team
Client Service Team
Personal Financial Planning
Cash Flow and Retirement Scenario Analysis
Using advanced tools and personalized strategies, we project various retirement scenarios to help you make informed decisions. Whether you're planning for an early retirement, adjusting your investment portfolio, or ensuring a comfortable lifestyle post-retirement, our analysis provides valuable insights.
Income Tax Planning Strategies and Coordination
Annual Tax Return AnalysisAnnual Roth Conversions
Coordination & Timing of Income Streams (e.g. Pension, Social Security, Required Minimum Distributions, etc.)
Asset Location
Charitable Giving Strategies
Risk Management and Asset Projection Strategies
We take a coordinated approach to ensure your risk management planning work in conjunction with the various other elements of your overall comprehensive financial plan.
Retirement Income Distribution Planning
We take into account all your other sources of income, such as Social Security, Pensions, Rental Income, Required Minimum Distributions, and more. By carefully coordinating and optimizing these income streams, we aim to ensure that you do not pay more than your fair share of taxes.
Estate Planning Strategies and Charitable Giving
An estate plan is not exclusive to the wealthy; it applies to anyone who wishes to manage the distribution, settlement, or disposal of their belongings upon their passing. Your estate encompasses all the assets you own, and an estate plan consists of the necessary legal documents that ensure your wishes are upheld.
Multi-Generational Wealth Counseling
Through personalized consultations, we work collaboratively with you to develop a strategic plan that aligns with your family's values and goals. Whether you're considering wealth transfer, estate planning, or philanthropy, our advisors provide insightful guidance to navigate complex financial decisions.Private Wealth Management
Risk Assessment and Goal Targeting
We recognize that each individual's financial journey is unique, and we tailor our approach to your specific risk tolerance and objectives. With this comprehensive analysis, we empower you to make informed decisions, striking the right balance between risk and reward.
Ongoing Portfolio Optimization
We conduct a comprehensive analysis of your current investment portfolio, examining performance, risk exposure, and alignment with your financial goals on an ongoing basis.
Customized Portfolio Construction
We craft unique investment portfolios designed for you, considering your financial goals, risk tolerance, and time horizon. Whether you're aiming for growth, income, or a balanced strategy, our team leverages in-depth market insights to construct a portfolio that reflects your aspirations.Additional Services
Business Planning Solutions
One of the key components to maintaining a successful business is careful and diligent financial planning. Organizations spend millions of dollars each year to develop financial strategies that can help build, grow, and protect their assets. Let us provide your business with the same protection and guidance by creating a financial blueprint that will help you worry less about money and focus more on your business.
Institutional Services
Multi-tasking isn’t easy, especially for organizations involved in the complex areas of finance and investments. Balancing efficiency and due diligence processes while limiting unnecessary liability can seem like a daunting, if not impossible, task. Fear not. We take the “stress and guess” out of the equation by developing a comprehensive and flexible plan with the best course of action for your organization.
Medicare Planning
Obtaining Medicare coverage can be confusing. There are multiple deadlines to meet and a variety of options that can be difficult to understand. We know that each person has different Medicare needs, which is why we’re committed to helping you make the best choices to fit your lifestyle and current needs.
Document Review
As part of our financial planning process, we find it critical that we take into account our clients entire financial picture to ensure it aligns with their overall goals. The purpose of this review is to provide our clients with valuable feedback that they can then discuss with a legal professional.
Life Coaching
Financial planning isn’t just about money. Excellent fiscal health goes hand-in-hand with one’s physical or mental health: It’s established by good habits over time. That’s why we have a certified life coach on staff to provide complimentary sessions to our clients.
Responsible Investing
Socially responsible investing is more than avoiding “sin” stocks. It’s about making investments that positively impact our environment, social responsibility, and corporate structures, while also focusing on client risk and return objectives.In the News
Jul 2025
May 2025
May 2025
Outside the Office
David and his wife Emily met while attending BYU-Idaho. As a team, they make every effort to impact others in their community through a variety of outreach activities and events. In their spare time, they volunteer with soccer, football and swim. Additionally, they are both engaged with the youth at their local church. David and Emily are proud parents of Ava, Owen, Connor, & Abram.
Connect With An Advisor to Learn More
Our experienced advisors can help you navigate your unique financial journey with personalized strategies. Schedule a consultation today to take the first step toward yourfinancial goals.