Ascend Beyond Wealth
Realize next-level success with a financial
relationship built for life.
relationship built for life.
Max Wilson Team
Max Wilson and his team have been guiding clients through their wealth management needs for nearly 20 years – dedicated to delivering holistic financial planning that empowers clients to live life by design. Their commitment to excellence and personalized approach help clients work toward their financial goals, striving to provide clarity and peace of mind through all phases of life.
Our Team
Client Service Team
Professional Specializations
Wealth Management
- Tactical Investment Management
- Education Resources
- Asset Allocation (across Household)
- Employer Sponsored (401k/403b) Analysis
- Selection of Low Cost and Diversified securities
- Qualified Account implementation (401k, Profit Sharing, SEP IRA, etc.)
Tax Efficiency Planning
- Tax Loss Harvesting
- Asset Location (across Household)
- Tax Diversification
- Tax bracket management during retirement
- Tax minimization planning (accumulation and distribution)
Financial Planning
- Retirement Planning
- College Planning
- Life Insurance
- Tax Efficiency Planning (Accumulation and Distribution)
- Employer Benefits Guidance
- Fixed and Discretionary Budget Creation
- Major Purchase Guidance and Analysis
- Comprehensive Plan Coordination
Distribution Planning
- Trust Planning Services
- Social Security Analysis
- Medicare Surcharge Planning
- Guaranteed Income Stream Strategies
- Fixed and Discretionary Budget Creation
- Gift Strategies and Legacy Planning
- Long Term Health Care Planning
- Avoiding Higher Taxes and Healthcare Cost as a Widower/Widow
Ongoing Financial Guidance
- Financial Decision Affirmation (Home, Cars, Budget, Lifestyle, Vacations, etc.)
- Roth IRA Implementation
- Roth Conversion Analysis
- Retirement Income and Distribution Management
- Review of Estate Planning Documents
Student Loan Planning
- Review of existing loan terms and associated short-term and long-term costs
- Education on the various refinancing, consolidation, and forgiveness options that may be available
Risk Management
- Life Insurance
- Disability Insurance
- Long-Term Care Insurance
- Employee Benefits Planning
- Asset Protection
Who We Serve
If you are a seasoned Fortune 500 executive, private company executive or entrepreneur who wants to secure your financial future and live a fulfilling life, you came to the right place!
We are a wealth management firm that specializes in helping clients across generations and industries achieve their financial and personal goals. We offer comprehensive and customized solutions for retirement planning, investment management, estate planning, philanthropic planning and tax strategies. We have the expertise and experience to help you grow your wealth, protect your legacy, and enjoy your life. You have worked too hard to get to this point, don’t settle for less than you deserve.
Contact us today and discover how we can help you strive to live well today, tomorrow, and beyond.
Comprehensive Planning
& Asset Management
We offer a customized, fee-based approach that adapts to your evolving financial needs. Our team serves as the architect of your financial plan, acting as fiduciaries with ongoing guidance and multiple touchpoints throughout the year. We collaborate with you to understand your unique circumstances, provide expert insights, and facilitate the selection of the right advisors and product solutions.
For clients seeking active management and monitoring of their assets, our fee structure adjusts to a regressive, asset-based model, ensuring alignment with your financial growth. This strategic approach empowers you to make informed decisions while optimizing your wealth management strategy.
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Market & Planning Updates
Jul 2025
May 2025
May 2025
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.