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Ascend Beyond Wealth

Realize next-level success with a financial
relationship built for life.
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The Steve Goldenring Team

Wealth Management Advisor

Morris County, NJ
Serving Clients Nationwide
Financial Planning
Wealth Management
Document Review
Stephen Goldenring and his team have been servicing clients with their wealth management needs for over 35 years – committed to providing clients with a comprehensive financial planning experience to help them work toward achieving their financial goals.
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Our Team

Client Service Team
6-12-25 Bleakley-537-Salvatore Asta

Salvatore Asta, JD

OPERATIONS TEAM LEAD, GOLDENRING & VOIGT TEAM
6-9-25 Bleakley-389-Selena Cangialosi

Selena Cangialosi

CLIENT SERVICE ASSOCIATE
A1_09650-Anthony Holden

Anthony Holden

ASSOCIATE DIRECTOR OF INVESTMENT RESEARCH
6-12-25 Bleakley-1120-Dimitri Grant

Dimitri Grant

SENIOR PLANNING & INVESTMENT ANALYST
Adrian Morales

Adrian Morales

PLANNING & INVESTMENT ANALYST
Ronnie Capellan

Ronnie Capellan

PLANNING & INVESTMENT ANALYST
Katherine Switzer

Katherine Switzer

CLIENT RELATIONSHIP SPECIALIST

Professional Specializations

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Personal Financial Planning

A goals-based plan that coordinates the key parts of your financial life into one clear path forward. May include cash flow planning, retirement planning, insurance reviews, education funding, and ongoing plan updates as your life evolves. 
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Private Wealth Management

Investment guidance designed to align with your goals, risk tolerance, and time horizon—implemented and monitored over time. May include portfolio construction, tax-aware strategies, rebalancing discipline, and coordination with your CPA and estate attorney as needed. 
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Business Planning

Planning support for business owners and executives where personal and business decisions intersect. May include entity/cash-flow coordination, benefits and retirement plan considerations, succession and liquidity planning, and strategies to help manage concentrated business risk. 

Market & Planning Insights.

Liquidity Event Planning for Business Owners: What Most Get Right—and What They Miss
4 min read

Liquidity Event Planning for Business Owners: What Most Get Right—and What They Miss

The deal matters. But what happens before—and after—matters more. A Liquidity Event Changes More Than Your...
May 2026
Why “Equal” Estate Plans Often Feel Unequal
5 min read

Why “Equal” Estate Plans Often Feel Unequal

The Hidden Tension Between Fairness and Simplicity in Wealth Transfer When high-net-worth families think...
May 2026
Why Wealthy Investors Are Rethinking Real Estate Exposure
4 min read

Why Wealthy Investors Are Rethinking Real Estate Exposure

The Shift Is Not About Abandoning Property, It Is About Rebalancing Risk When high-net-worth individuals...
Apr 2026

Market Commentary

Smart moves start with smart information. Read our timely market commentary to stay informed. 
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Contact Us to Learn More

We can help you navigate your unique financial journey with personalized strategies. Schedule a consultation today to take the first step toward your financial goals.